Noble Wealth Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500

“In this case, the annual, ongoing fee for the financial plan and review would be $2,500.”

Annual fee

$2,500⁠-⁠$10,000/yr

“While there is no minimum fee, the range of the annual fees is typically between $2,500 to $10,000.”

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

How Noble Wealth Management, Inc. bills

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

• “Our fee for portfolio management services is negotiable and based on a percentage of your assets under management or based on a flat fee arrangement.”
• “Certain legacy clients may be billed under a different fee structure.”
• “Our annual portfolio management fee is billed and payable quarterly and may be charged in advance or in arrears according to the arrangements made at the inception of the engagement.”

How Noble Wealth Management, Inc.’s fees compare

• Its flat or project fee of $2,500 is below the California median of $5,000. 23% of the 796 other California planners that publish a flat or project fee charge less.
• 3 of the 21 other planners in Newport Beach that publish a flat or project fee charge less.
• Its annual fee of $2,500-$10,000 spans the California median of $6,250. 50% of the 224 other California planners that publish an annual fee charge less.
• 1 of the 3 other planners in Newport Beach that publish an annual fee charge less.

About Noble Wealth Management, Inc.

• Firm size: 6 employees.
• Registered as an adviser: 2016 (10 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Minimum

$2,500 minimum fee (stated in brochure)

Clients

232

Employees

6

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and other services

Assets managed

$223,430,862

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

169963

Website

noblewealthmanagement.com (opens in new tab)

Phone

(888) 272-2008

Can advise clients in 3 states: California, Nebraska, Texas

Other planners in Newport Beach that publish fees

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• Centriplan, LLCNewport Beach$250⁠-⁠$300/hr, $1,000⁠-⁠$5,000
• Crystal Cove Asset ManagementNewport Beach$1,500⁠-⁠$10,000
• Hall Financial WellnessNewport Beach$500⁠-⁠$5,000, $1,500⁠-⁠$10,000/yr

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