# Noah Rankin

> Noah Rankin is a fee-only financial advisor at Green Leaf Advisors in New Bethlehem, Pennsylvania. Noah charges a percentage of assets and a one-time planning fee (one-time plans from $1,000 and 0.7%–1.1% a year of assets managed) and focuses on small business owners, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/noah-rankin/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Green Leaf Advisors
- **Based in:** New Bethlehem, Pennsylvania
- **Fee model:** Percentage of assets; One-time planning fee
- **Fees (firm's website):** one-time plans from $1,000; 0.7%–1.1% a year of assets managed; no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.2M across 22 accounts
- **Specialties:** Small business owners, Tax planning, Estate & legacy planning, Real estate investors
- **Works with:** Founders
- **CRD:** 7344188 (https://adviserinfo.sec.gov/individual/summary/7344188)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 63 (2022), Series 65 (2023)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.greenleafadvisor.com/

## Frequently asked questions

### Is Noah Rankin a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Noah holds no broker registration, and Green Leaf Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Noah charge for financial advice?

Noah charges a percentage of assets and a one-time planning fee.

### How much does Noah charge?

According to Green Leaf Advisors's website, checked October 30, 2026: one-time plans from $1,000; 0.7%–1.1% a year of assets managed; no asset minimum.

### Where is Noah Rankin based?

Noah Rankin is based in New Bethlehem, Pennsylvania.

### What does Noah specialize in?

Noah's specialties include small business owners, tax planning, estate & legacy planning and real estate investors. Noah works with founders.

### Is Noah Rankin registered with the SEC?

Yes. Noah Rankin is registered as an investment adviser representative in PA (CRD 7344188), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Green Leaf Advisors manage?

Green Leaf Advisors reports $1.2M across 22 accounts in assets under management.

### How do I contact Noah Rankin?

Through Noah's website, www.greenleafadvisor.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7344188): 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
- The firm's website (https://greenleafadvisor.com/): specialties, clients served, and fees, checked October 30, 2026

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