Mike Noce
Olsen Family Financial, LLC · Saint Petersburg, Florida
Mike Noce is a fee-only financial advisor at Olsen Family Financial, LLC in Saint Petersburg, Florida, who holds the CFP and ChFC credentials. Mike charges a flat fee or retainer, hourly fees, an ongoing planning fee, a one-time planning fee and a percentage of assets (ongoing planning from $4,200 a year and one-time plans from $2,500) and focuses on small business owners and real estate investors.
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Specialties
Who they serve
- Early-career professionals
Facts
| Firm | Olsen Family Financial, LLC |
|---|---|
| Based in | Saint Petersburg, Florida |
| Fee model | Flat fee or retainer · Hourly · Ongoing planning fee · One-time planning fee · Percentage of assets |
| Fees (firm's website) | Ongoing planning from $4,200 a year · One-time plans from $2,500 · $200 an hour · 1.6% a year on the first tier of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $14M across 199 accounts |
| Credentials | CFP · ChFC |
| Firm size | 3 employees |
| Website | olsenfamilyfinancial.com |
| Profile |
How Mike's firm compares
- Ongoing planning starts at $4,200 a year, in line with the Florida median of $4,200 for fee-only firms that publish prices.
- A one-time plan starts at $2,500, in line with the Florida median of $2,500 for fee-only firms that publish prices.
- The hourly rate is $200, below the Florida median of $300 for fee-only firms that publish prices.
- Olsen Family Financial, LLC's average account is about $70,000, from its Form ADV (assets managed divided by 199 accounts).
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Questions about Mike
Is Mike Noce a fee-only financial advisor?
Yes. Mike Noce is listed in the XY Planning Network directory (XYPN members are fee-only).
How does Mike charge for financial advice?
Mike charges a flat fee or retainer, hourly fees, an ongoing planning fee, a one-time planning fee and a percentage of assets.
How much does Mike charge?
According to Olsen Family Financial, LLC's website, checked October 28, 2026: ongoing planning from $4,200 a year; one-time plans from $2,500; $200 an hour; 1.6% a year on the first tier of assets managed.
Does Mike work with clients virtually?
Yes. Olsen Family Financial, LLC says on its website that it works with clients remotely.
Where is Mike Noce based?
Mike Noce is based in Saint Petersburg, Florida.
What does Mike specialize in?
Mike's specialties include small business owners and real estate investors. Mike works with early-career professionals.
What credentials does Mike Noce hold?
Mike Noce holds the CFP and ChFC credentials.
How much does Olsen Family Financial, LLC manage?
Olsen Family Financial, LLC reports $14M across 199 accounts in assets under management.
How do I contact Mike Noce?
Through Mike's website, olsenfamilyfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Olsen Family Financial, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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