Novus Advisors

Retirement Plan Advisor

Greenville, SC

About Novus Advisors

<p>Founded in 2011, Novus Advisors is a registered investment advisor (RIA) in Greenville, South Carolina, serving the Upstate region and employers across the Carolinas. The firm works with retirement plan sponsors on 401(k) planning, investment management, and ongoing plan oversight.</p> <p>Novus Advisors offers both 3(21) fiduciary support and 3(38) investment manager services, giving sponsors options for shared or delegated investment responsibility. That flexibility is a practical differentiator for companies that want help with investment selection and monitoring, but need a service model that fits their internal resources.</p> <p>Plan sponsors and individuals also have access to an online client portal and a mobile app for viewing accounts and tracking performance. The firm publishes educational materials such as videos, calculators, articles, and newsletters to support day-to-day decision-making.</p> <p>Under its SEC registration, the firm is associated with BLUE STAR WEALTH MANAGEMENT, LLC and NOVUS ADVISORS, LLC. For organizations comparing <a href="/plan-advisors">plan advisors</a>, Novus Advisors focuses on fiduciary guidance and objective recommendations tied to each client’s goals.</p> <ul> <li>401(k) planning and investment management</li> <li>ERISA 3(21) fiduciary services</li> <li>ERISA 3(38) investment manager services</li> <li>Client portal and mobile app access</li> <li>Educational resources: videos, calculators, articles, newsletters</li> </ul>

Website: https://www.novusadvisors.com/

Office Locations

  • Greenville, SC (Headquarters)

Services Offered

  • 3(21) Investment Advisor
  • 3(38) Investment Manager

Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
UGSOA RETIREMENT PLAN UNITED GOVERNMENT SECURITY OFFICERS, INTERNATIONAL UNION, MA $29M 2,443
PREVAILING POOLED EMPLOYER PLAN PREVAILING ASSET MANAGEMENT LLC, SC $28M 1,462
PREVAILING MULTIPLE EMPLOYER PLAN DIVERSIFIED PROTECTION CORPORATION, SC $10M 749
PREVAILING MULTIPLE EMPLOYER PLAN SECURITY 1 SOLUTIONS LLC, MD $4M 196
PREVAILING MULTIPLE EMPLOYER PLAN UNITED COMMUNITY INDEPENDENCE PROGRAMS, PA $3M 231
401(k) Retirement Plan Healthcare Sponsor, PA $2M 213

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Team Members

  • Jennifer Belshe, Associate
  • Roger Cole, Associate
  • Christopher Connelly, Associate
  • Denis Knapschaefer, CFP®, ChFC®, CLU®
  • Yvette Fuelling, Associate

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