Noble Advisory Group LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 1, 2019. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“FINANCIAL PLANNING and CONSULTING Financial Planning Services are offered based on a negotiable hourly fee of $150 per hour based on complexity and unique client needs.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Noble Advisory Group LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Client may cancel within five (5) business days of signing Agreement for a full refund.”
• “If the client cancels after five (5) business days, but before the delivery of the plan, the client will be refunded any unearned fees or NAG is due a pro-rata fee based on the percentage of work completed.”
• “If the client cancels after five (5) business days, the client will be refunded any unearned fees or NAG is due a pro-rata fee based on the percentage of work completed.”

How Noble Advisory Group LLC’s fees compare

• Its hourly rate of $150 is below the Texas median of $275. 3% of the 468 other Texas planners that publish an hourly rate charge less.
• None of the 5 other planners in Waco that publish an hourly rate charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Noble Advisory Group LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2016 (10 years).

Firm details from Form ADV

How the firm is paid

Hourly fees

Charges a % of assets

No

Minimum

$100,000 in assets (stated in brochure)

Clients

10

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$2,000,000

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

282307

Phone

(254) 776-8899

Other planners in Waco that publish fees

• 3T Advisors LLCWaco$250/hr, $250⁠-⁠$10,000
• Brilliant Financial Strategies LLCWaco$200⁠-⁠$500/hr, $300⁠-⁠$500/mo
• Disciplined Investors, L.L.C.Waco$150⁠-⁠$300/hr
• John Wessler & AssociatesWaco$250/hr, $25,000
• Open Range Financial Group, LLCWaco$10,000
• The Aspen Equity GroupWaco$275/hr

Compare all 11 planners in Waco