# Noah York

> Noah York is a fee-only financial advisor at York Wealth Management in West Chicago, Illinois. Noah charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $2,400 a year and no asset minimum) and focuses on small business owners, tax planning and estate & legacy planning.

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

## Facts

- **Firm:** York Wealth Management
- **Based in:** West Chicago, Illinois
- **Fee model:** Flat fee or retainer; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $2,400 a year; no asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $267K across 13 accounts
- **Specialties:** Small business owners, Tax planning, Estate & legacy planning
- **Works with:** Founders, High earners
- **CRD:** 7921876 (https://adviserinfo.sec.gov/individual/summary/7921876)
- **SEC registration:** Investment adviser representative in IL
- **Exams passed:** Series 65 (2024)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.yorkwealthmanagement.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Noah holds no broker registration, and York Wealth Management 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 flat fee or retainer and an ongoing planning fee.

### How much does Noah charge?

According to York Wealth Management's website, checked October 30, 2026: ongoing planning from $2,400 a year; no asset minimum.

### Does Noah work with clients virtually?

Yes. York Wealth Management says on its website that it works with clients remotely.

### Where is Noah York based?

Noah York is based in West Chicago, Illinois.

### What does Noah specialize in?

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

### Is Noah York registered with the SEC?

Yes. Noah York is registered as an investment adviser representative in IL (CRD 7921876), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does York Wealth Management manage?

York Wealth Management reports $267K across 13 accounts in assets under management.

### How do I contact Noah York?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7921876): 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://yorkwealthmanagement.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.