Noor Financial Services fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Our hourly rate is $250.”

Flat or project fee

$1,000⁠-⁠$1,500

“Ongoing Financial Planning NF collects an initial fee between $1,000 and $1,500.”

Annual fee

$4,200⁠-⁠$6,000/yr

“Ongoing Financial Planning includes Investment Management Service under the fixed annual fee of $4,200 $6,000.”

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

How Noor Financial Services bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “Noor collects a portion of the fee in advance with the remainder due at the conclusion of the Seminar.”

How Noor Financial Services’ fees compare

• Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$1,500 is below the California median of $5,000. 12% of the 796 other California planners that publish a flat or project fee charge less.
• Its annual fee of $4,200-$6,000 is below the California median of $6,250. 39% of the 224 other California planners that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Noor Financial Services

• Principal: Patrick Yaghoobians
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Minimum

No minimum stated in brochure

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$90,012

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

338683

Website

noorplanning.com (opens in new tab)

Phone

(818) 208-7028

Other planners in California that publish fees

• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• 401 FinancialSan Diego$250/hr, $500
• 5T Wealth, LLCNapa$200⁠-⁠$450/hr
• 7 Streets Financial, LLCSan Diego$100⁠-⁠$400/hr, Up to $15,000

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