Noorvest LLC fees and pricing
Financial planner in Leesburg, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 6, 2026, Noorvest LLC charges a flat or project fee of $2,500-$7,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500-$7,500
“Services are offered based on a flat fee between $2,500 and $7,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Noorvest LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “This will be billed directly to NoorVest.”
- “The fee in the first quarter of service is prorated from the inception date of the account(s) to the end of the first quarter.”
- “Financial planning fees may be negotiable.”
How Noorvest LLC’s fees compare
- Its flat or project fee of $2,500-$7,500 spans the Virginia median of $4,250. 54% of the 168 other Virginia planners that publish a flat or project fee charge less.
- 2 of the 3 other planners in Leesburg that publish a flat or project fee charge less.
About Noorvest LLC
- Principal: Tarif Homsi
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
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
- 0.3% a year
- Clients
- 12
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $4,515,542
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 325403
- Phone
- (202) 500-3130
Can advise clients in 6 states: California, Florida, Maryland, North Carolina, New York, Virginia
Other planners in Leesburg that publish fees
- Amj Financial Wealth Management LLCLeesburg$250-$500/hr, $1,000-$10,000
- Berg Faircloth Investment AdvisorsLeesburg$150-$250/hr
- Brass CapitalLeesburgUp to $4,000
- Ko FinancialLeesburg$300/hr, $1,200-$2,000
- Steigerwald, Gordon & Koch - Wealth AdvisorsLeesburg$75-$300/hr
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.