​Initial 1 hour Consultation .................................................................FREE


Financial Planning Services...........................................................$250 / hr

Financial Planning Services Relationship Not Required to Open Accounts


Investment Advisory Fees........................Fees vary by strategy and manager

Advisor Managed Account Solutions..........from 0.5% to 1.0%

Third Party Asset Managers............from 0.5% to 1.45%


Account Minimum........................................$50,000 for Managed Accounts

No Account Minimum for IRA or Brokerage Accounts


401(k) Investment Review

and Asset Allocation................................................................$250 flat fee


Life/Health Insurance Policy Review....................................................FREE


Risk Tolerance Profile............................................................................FREE


Life and Health Insurance Quotes........................................................FREE


A Word about "Fee Only" or "Fee and Commission" CERTIFIED FINANCIAL PLANNER™  Professionals.   As a licensed representative for securities, insurance, investment advice, and a  CFP® practitioner,  James K. Noble can work on an advisory fee basis or recommend products that pay a commission.  Some products, such as life insurance, are only distributed in this manner.  Never is an advisory fee charged in addition to the purchase of a commission based product.  It is the goal of every CFP® practitioner to provide every effort to avoid conflicts of interest whenever possible and disclose any such potential conflicts to the client.  









Our Services