# Jeffrey Kaylor

> Jeffrey Kaylor is a fee-only financial advisor at Noble Wealth Management in Newport Beach, California, who holds the CFP credential. Noble Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jeffrey-kaylor/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Noble Wealth Management
- **Based in:** Newport Beach, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $223.4M across 648 accounts
- **Credentials:** CFP
- **CRD:** 7902888 (https://adviserinfo.sec.gov/individual/summary/7902888)
- **SEC registration:** Investment adviser representative in CA
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.noblewealthmanagement.com

## Frequently asked questions

### Is Jeffrey Kaylor a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Noble Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jeffrey charge for financial advice?

Jeffrey's firm, Noble Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jeffrey Kaylor based?

Jeffrey Kaylor is based in Newport Beach, California.

### What credentials does Jeffrey Kaylor hold?

Jeffrey Kaylor holds the CFP credential.

### Is Jeffrey Kaylor registered with the SEC?

Yes. Jeffrey Kaylor is registered as an investment adviser representative in CA (CRD 7902888), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Noble Wealth Management manage?

Noble Wealth Management reports $223.4M across 648 accounts in assets under management.

### How do I contact Jeffrey Kaylor?

Through Jeffrey's website, www.noblewealthmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7902888): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.