Anthony Lombard
Ethical, transparent planning for teachers, business owners and people with equity compensation, with attention to money behavior and financial literacy.
Noteworthy Financial · Fairfax Station, Virginia
Anthony Lombard is a fee-only financial advisor at Noteworthy Financial in Fairfax Station, Virginia, who holds the CFP credential. Anthony charges a subscription, a one-time planning fee and hourly fees (subscription from $250 a month and one-time plans from $3,000) and focuses on tax planning, small business owners and real estate investors.
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Specialties
Who they serve
- Tech employees
About
Anthony Lombard came to financial planning after 20 years in the financial services and technology industries. He describes it as the place where people, passion and purpose meet, and he spends much of his time thinking about investing, taxes, real estate, retirement and cash flow.
Anthony has a soft spot for teachers, business owners and people with equity compensation, having lived those lives himself for many years. He believes financial well-being goes beyond technical knowledge to include behavior and teamwork, whether with a partner or with professional specialists. Having seen people taken advantage of, he wants to change how the industry serves people by giving advice ethically and transparently and by improving financial literacy at every age.
He is a father of three and a sports fan.
Facts
| Firm | Noteworthy Financial |
|---|---|
| Based in | Fairfax Station, Virginia |
| Fee model | Subscription · One-time planning fee · Hourly |
| Fees (Advice-Only Network profile) | Subscription from $250 a month · One-time plans from $3,000 · $300 an hour |
| Works virtually | Yes, and meets in person |
| Accepting new clients | Yes |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 4564034 |
| Exams passed | Series 63 (2009) · Series 3 (2012) · Series 7 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.noteworthy-financial.com |
How Anthony's firm compares
- Ongoing planning starts at $3,000 a year, below the Virginia median of $4,992 for fee-only firms that publish prices.
- A one-time plan starts at $3,000, above the Virginia median of $1,500 for fee-only firms that publish prices.
- The hourly rate is $300, in line with the Virginia median of $325 for fee-only firms that publish prices.
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Questions about Anthony
Is Anthony Lombard a fee-only financial advisor?
Yes. Anthony Lombard is listed in the Advice-Only Network (advice-only practices, no product sales). SEC records as of November 2, 2026 show no broker registration and no commission compensation reported by Anthony's firm.
How does Anthony charge for financial advice?
Anthony charges a subscription, a one-time planning fee and hourly fees.
Does Anthony work with clients virtually?
Yes. Anthony's Advice-Only Network profile says they meet with clients virtually and in person.
Where is Anthony Lombard based?
Anthony Lombard is based in Fairfax Station, Virginia.
What does Anthony specialize in?
Anthony's specialties include tax planning, small business owners and real estate investors. Anthony works with tech employees.
What credentials does Anthony Lombard hold?
Anthony Lombard holds the CFP credential.
Is Anthony Lombard registered with the SEC?
Yes. Anthony Lombard is registered as an investment adviser representative in VA (CRD 4564034), per SEC Investment Adviser Public Disclosure data as of November 2, 2026.
How do I contact Anthony Lombard?
Through Anthony's website, www.noteworthy-financial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Advice-Only Network listing : advice-only practices, no product sales
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of November 2, 2026
- Directory listing last checked November 2, 2026.
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