# Patrick Yaghoobians

> Patrick Yaghoobians is a fee-only financial advisor at Noor Financial Services in Los Angeles, California, who holds the CFP credential. Patrick charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $4,200 a year and one-time plans from $750) and focuses on flat-fee planning, small business owners and student loans.

Page: https://find.wellspent.co/advisors/patrick-yaghoobians/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Noor Financial Services
- **Based in:** Los Angeles, California
- **Fee model:** Flat fee or retainer; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $4,200 a year; one-time plans from $750; no asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $90K across 1 accounts
- **Credentials:** CFP
- **Specialties:** Flat-fee planning, Small business owners, Student loans, Tax planning, Estate & legacy planning, Retirement planning
- **Works with:** Early-career professionals
- **CRD:** 6827253 (https://adviserinfo.sec.gov/individual/summary/6827253)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 66 (2019)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://noorplanning.com

## Frequently asked questions

### Is Patrick Yaghoobians a fee-only financial advisor?

Yes. Patrick Yaghoobians is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Patrick's firm.

### How does Patrick charge for financial advice?

Patrick charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee.

### How much does Patrick charge?

According to Noor Financial Services's website, checked October 28, 2026: ongoing planning from $4,200 a year; one-time plans from $750; no asset minimum.

### Does Patrick work with clients virtually?

Yes. Noor Financial Services says on its website that it works with clients remotely.

### Where is Patrick Yaghoobians based?

Patrick Yaghoobians is based in Los Angeles, California.

### What does Patrick specialize in?

Patrick's specialties include flat-fee planning, small business owners, student loans, tax planning, estate & legacy planning and retirement planning. Patrick works with early-career professionals.

### What credentials does Patrick Yaghoobians hold?

Patrick Yaghoobians holds the CFP credential.

### Is Patrick Yaghoobians registered with the SEC?

Yes. Patrick Yaghoobians is registered as an investment adviser representative in CA (CRD 6827253), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Noor Financial Services manage?

Noor Financial Services reports $90K across 1 accounts in assets under management.

### How do I contact Patrick Yaghoobians?

Through Patrick's website, noorplanning.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/53068): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://noorplanning.com/): specialties, clients served, and fees, checked October 28, 2026

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