Jeffrey Kaylor
Noble Wealth Management · Newport Beach, California
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.
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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 | $223.4M across 648 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 7902888 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.noblewealthmanagement.com |
How Jeffrey's firm compares
- Noble Wealth Management's average account is about $345,000, from its Form ADV (assets managed divided by 648 accounts).
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Questions about Jeffrey
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Newport Beach
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
- 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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