Firm
Noor Financial Services
Los Angeles, California
Fee-only
Noor Financial Services at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee.
- Its average account is about $90,000 (assets it manages divided by its 1 accounts).
- Its ongoing planning fee starts at $4,200 a year, below the California median of $6,000.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Los Angeles, California |
|---|---|
| Website | noorplanning.com |
| [email protected] | |
| Phone | (818) 208-7028 |
Noor Financial Services fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $4,200 a year |
|---|---|
| One-time plan | From $750 |
| Account minimum | None |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"$ 350 /mo" source
"Budget Review $ 750" source
"No commissions. No asset-based fees. No minimums." source
"Continuous guidance, accountability, and adjustments as life evolves." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Assets managed | $0 million |
| Accounts managed | 1 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | August 17, 2026 |
| SEC record | CRD 338683 |