Tony Noto: fee-only financial advisor in Dallas, Texas

Facts

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

How Tony's firm compares

Noto Financial Planning, LLC's average account is about $639,000, from its Form ADV (assets managed divided by 38 accounts).

What fee-only advisors charge in Texas

Request an introduction to Tony

Tell Tony a little about what you're looking for. Tony 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 Tony

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.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Other fee-only advisors in Dallas

Where this information comes from

NAPFA directory listing : NAPFA admits only fee-only advisors
SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
Directory listing last checked April 21, 2026.

See something wrong? Request a correction. Read our methodology.