Jeffrey Notaro
Notaro Wealth Advisory · Tokyo, Louisiana
Jeffrey Notaro is a fee-only financial advisor at Notaro Wealth Advisory in Tokyo, Louisiana. Jeffrey charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on tax planning, retirement planning and estate & legacy planning.
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Specialties
Who they serve
- High earners
Facts
| Firm | Notaro Wealth Advisory |
|---|---|
| Based in | Tokyo, Louisiana |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $9.5M across 32 accounts |
| SEC registration | Investment adviser representative in LA, NY, TX · CRD 1641209 |
| Exams passed | Series 63 (1998) · Series 65 (2004) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.notarowealthadvisory.com |
| Profile |
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Questions about Jeffrey
Is Jeffrey Notaro a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Notaro Wealth Advisory 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 charges a percentage of assets.
How much does Jeffrey charge?
According to Notaro Wealth Advisory's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Does Jeffrey work with clients virtually?
Yes. Notaro Wealth Advisory says on its website that it works with clients remotely.
Where is Jeffrey Notaro based?
Jeffrey Notaro is based in Tokyo, Louisiana.
What does Jeffrey specialize in?
Jeffrey's specialties include tax planning, retirement planning, estate & legacy planning and small business owners. Jeffrey works with high earners.
Is Jeffrey Notaro registered with the SEC?
Yes. Jeffrey Notaro is registered as an investment adviser representative in LA, NY and TX (CRD 1641209), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Notaro Wealth Advisory manage?
Notaro Wealth Advisory reports $9.5M across 32 accounts in assets under management.
How do I contact Jeffrey Notaro?
Through Jeffrey's website, www.notarowealthadvisory.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
- Notaro Wealth Advisory 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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