Noble Hill Planning LLC fees and pricing

Financial planner in Richmond, Virginia. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 9, 2026, Noble Hill Planning LLC charges a flat or project fee of $200⁠-⁠$5,000, a quarterly fee of $1,000⁠-⁠$5,000, and an annual fee of $4,000⁠-⁠$20,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 9, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$200⁠-⁠$5,000
“Clients otherwise terminating an investment advisory agreement outside of the 10-calendar day window will receive a refund of any unearned fees from NHP. 5 Fees for Ongoing Financial Planning Services Fees for ongoing financial planning services consist of an upfront fee of $200 - $5,000 (“Initial Planning Fee”)…”
Quarterly fee
$1,000⁠-⁠$5,000/qtr
“Fees for Investment Management services consist of an upfront fee of $200 - $5,000 (“Initial Set Up fee”) and a flat, ongoing retainer fee that generally ranges from $1,000 - $5,000 per quarter, or $4,000 $20,000 per year (“Retainer Fee”).”
Annual fee
$4,000⁠-⁠$20,000/yr

From the same sentence as above.

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

How Noble Hill Planning LLC bills

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

  • “The Initial Set Up Fee will not be paid more than 6 months in advance.”
  • “The Initial Set Up Fee is payable upon the start of an investment management engagement and is non-refundable.”
  • “Clients may elect to have their investment management fees (either the Initial Set Up Fee or Retainer Fee) deducted directly from their investment accounts or pay by either check or electronic bank transfer.”

How Noble Hill Planning LLC’s fees compare

  • Its flat or project fee of $200-$5,000 spans the Virginia median of $4,250. 29% of the 168 other Virginia planners that publish a flat or project fee charge less.
  • 2 of the 15 other planners in Richmond that publish a flat or project fee charge less.
  • Its annual fee of $4,000-$20,000 spans the Virginia median of $6,350. 75% of the 55 other Virginia planners that publish an annual fee charge less.
  • 4 of the 5 other planners in Richmond that publish an annual fee charge less.

About Noble Hill Planning LLC

  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • College planning
  • Business owners
  • Cash flow and budgeting
  • Charitable giving

Firm details from Form ADV

How the firm is paid
Fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
2% a year
Clients
19
Employees
1
Works with
High net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed
$87,454,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
316497
Website
noblehillplanning.com (opens in new tab)
Phone
(804) 245-8925

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Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.