Barbara Nooney
Flavin, Nooney & Person · Melbourne, Florida
Barbara Nooney is a fee-only financial advisor at Flavin, Nooney & Person in Melbourne, Florida, who holds the CFP and PFS credentials. Barbara focuses on tax planning, retirement planning and estate & legacy planning. Flavin, Nooney & Person reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Flavin, Nooney & Person |
|---|---|
| Based in | Melbourne, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $205.0M across 459 accounts |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in FL, TX · CRD 6485804 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.flavincpa.com |
| Profile |
How Barbara's firm compares
- Flavin, Nooney & Person's average account is about $447,000, from its Form ADV (assets managed divided by 459 accounts).
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Questions about Barbara
Is Barbara Nooney a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Barbara holds no broker registration, and Flavin, Nooney & Person reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Barbara charge for financial advice?
Barbara's firm, Flavin, Nooney & Person, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Barbara Nooney based?
Barbara Nooney is based in Melbourne, Florida.
What does Barbara specialize in?
Barbara's specialties include tax planning, retirement planning and estate & legacy planning.
What credentials does Barbara Nooney hold?
Barbara Nooney holds the CFP and PFS credentials.
Is Barbara Nooney registered with the SEC?
Yes. Barbara Nooney is registered as an investment adviser representative in FL and TX (CRD 6485804), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Flavin, Nooney & Person manage?
Flavin, Nooney & Person reports $205.0M across 459 accounts in assets under management.
How do I contact Barbara Nooney?
Through Barbara's website, www.flavincpa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Flavin, Nooney & Person website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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