Noel Eddleman
Eddleman & Eddleman · Jackson, Tennessee
Noel Eddleman is a fee-only financial advisor at Eddleman & Eddleman in Jackson, Tennessee. Eddleman & Eddleman reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Noel →
Facts
| Firm | Eddleman & Eddleman |
|---|---|
| Based in | Jackson, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $18M across 123 accounts |
| SEC registration | Investment adviser representative in AZ, TN, TX · CRD 4339336 |
| Exams passed | Series 63 (2001) · Series 65 (2005) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.eddlemanfinancialplanning.com |
How Noel's firm compares
- Eddleman & Eddleman's average account is about $146,000, from its Form ADV (assets managed divided by 123 accounts).
Request an introduction to Noel
Tell Noel a little about what you're looking for. Noel isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Noel
Is Noel Eddleman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Noel holds no broker registration, and Eddleman & Eddleman reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Noel charge for financial advice?
Noel's firm, Eddleman & Eddleman, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Noel Eddleman based?
Noel Eddleman is based in Jackson, Tennessee.
Is Noel Eddleman registered with the SEC?
Yes. Noel Eddleman is registered as an investment adviser representative in AZ, TN and TX (CRD 4339336), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Eddleman & Eddleman manage?
Eddleman & Eddleman reports $18M across 123 accounts in assets under management.
How do I contact Noel Eddleman?
Through Noel's website, www.eddlemanfinancialplanning.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
- 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.
See something wrong? Request a correction. Read our methodology.