# Tony Noto

> Tony Noto is a fee-only financial advisor at Noto Financial Planning, LLC in Dallas, Texas, who holds the CFA and CFP credentials. Noto Financial Planning, LLC reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Noto Financial Planning, LLC
- **Based in:** Dallas, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $24.3M across 38 accounts
- **Credentials:** CFA, CFP
- **Firm size:** 1 employee
- **Website:** http://notofp.com

## Frequently asked questions

### Is Tony Noto a fee-only financial advisor?

Yes. Tony Noto is listed in the NAPFA directory (NAPFA admits only fee-only advisors).

### How does Tony charge for financial advice?

Tony's firm, Noto Financial Planning, LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Tony Noto based?

Tony Noto is based in Dallas, Texas.

### What credentials does Tony Noto hold?

Tony Noto holds the CFA and CFP credentials.

### How much does Noto Financial Planning, LLC manage?

Noto Financial Planning, LLC reports $24.3M across 38 accounts in assets under management.

### How do I contact Tony Noto?

Through Tony's website, notofp.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/7476): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

---

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