Noon Investment Management LLC fees and pricing
Financial planner in Phoenix, Maryland. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 23, 2026, Noon Investment Management LLC charges $300-$500 an hour and an annual fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300-$500/hr
“Fees assessed for Consulting Services are dependent upon the nature, scope and complexity of the services provided, though in general, range between $300 to $500 per hour and/or a flat rate is assessed per project or assignment.”
- Annual fee
- $5,000/yr
“Clients are asked to pay a retainer of $5,000 at the time the Advisory Management Consulting Services Agreement is signed.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Noon Investment Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Each month thereafter, Noon Investment Management sends an invoice to Client reflecting the Consulting Services rendered during the previous month.”
- “The invoice is payable within fourteen (14) calendar days.”
- “If Client has any questions regarding an invoice, Client is asked to contact the Firm within seven (7) calendar days of receipt of the invoice to discuss such questions; otherwise, Client indicates that it agrees with the invoice.”
How Noon Investment Management LLC’s fees compare
- Its hourly rate of $300-$500 is above the Maryland median of $300. 72% of the 156 other Maryland planners that publish an hourly rate charge less.
- 2 of the 2 other planners in Phoenix that publish an hourly rate charge less.
- Its annual fee of $5,000 matches the Maryland median of $5,000. 36% of the 28 other Maryland planners that publish an annual fee charge less.
About Noon Investment Management LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2023 (3 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 1
- Employees
- 1
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and other services
- Assets managed
- $1,214,586
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 327870
- Phone
- (443) 243-0820
Other planners in Phoenix that publish fees
- Apprise Wealth Management LLCPhoenix$350/hr, $8,000/yr
- Sovereign Financial Services, LLCPhoenix$250/hr, $500-$2,000
- 1 North Wealth Services, LLCAnnapolis$400/hr, $3,200/yr
- Aaa Advisory LLCWalkersville$300/hr
- Accordant Advisory Group, Inc.Annapolis$500/hr
- Addax Bridge FinancialPotomac$250-$400/hr, $5,000-$6,000
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.