Advisor at Noble Advisory Group LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Noble Advisory Group LLC
Location
Waco, TX 76710
Credentials
Series 63, Series 65
Industry experience
19 years
Lance Lipoufski is a financial advisor with Noble Advisory Group LLC in Waco, Texas, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Noble Advisory Group since 2016 and has concurrently operated Family Financial Services since 1993, where he works as an insurance agent. Noble Advisory Group primarily serves individual clients by providing financial planning, consulting, qualified plan consulting, and public educational seminars. The firm acts mainly as a solicitor, referring client assets to third-party investment managers while offering administrative support and ongoing liaison services.
Based on Noble Advisory Group LLC
Based on Noble Advisory Group LLC
$100,000 - $1,000,000: 2.00% (Gradient 50 – Gradient 33– Covered Call - Controlled Volatility – Gradient Tactical Rotation total fee) $1,000,001 - $2,000,000: 1.65% (next $1,000,000, Gradient 50 series) $2,000,001 - $3,000,000: 1.20% (next $1,000,000, Gradient 50 series) $3,000,001+: 0.95% (over $3,000,000, Gradient 50 series) $100,000 - $1,000,000: 1.70% (ETF Endowment Series – Laddered Income - Fixed Income – Absolute Yield - Precious Metals total fee) $1,000,001 - $2,000,000: 1.35% (next $1,000,000, ETF Endowment Series) $2,000,001 - $3,000,000: 1.00% (next $1,000,000, ETF Endowment Series) $3,000,001+: 0.80% (over $3,000,000, ETF Endowment Series) $0+: 0.60% (Non-Discretionary/Non-Managed Accounts) $0 - $500,000: 1.50% (MorningStar Mutual Fund Strategies total annual fee) $500,001 - $1,000,000: 1.40% (MorningStar Mutual Fund Strategies) $1,000,001 - $2,000,000: 1.30% (MorningStar Mutual Fund Strategies) $2,000,001+: 1.10% (MorningStar Mutual Fund Strategies over $2MM) $0 - $1,000,000: 1.65% (MorningStar Select Equity Strategy first $1MM total annual fee) $1,000,001 - $5,000,000: 1.60% (MorningStar Select Equity Strategy next $4MM) $5,000,001+: 1.55% (MorningStar Select Equity Strategy thereafter) $0 - $1,000,000: 1.40% (MorningStar ETF Only Strategy first $1MM total annual fee) $1,000,001 - $5,000,000: 1.35% (MorningStar ETF Only Strategy next $4MM) $5,000,001+: 1.30% (MorningStar ETF Only Strategy thereafter)
$150 per hour for financial planning and qualified plan consulting services.
Account minimum: $100,000 (minimum for Gradient Investments, LLC TPM) Minimum fee: Annual minimum advisory fees charged by MorningStar Investment Services LLC: $200 for Mutual Fund Strategies, $1,375 for Custom Series Select Equity Strategy, $550 for Strategist Series Select Equity Strategy, and $150 for ETF Only Strategy. Fee-only: Financial planning and qualified plan consulting services offered at negotiable hourly fee of $150 per hour.
6801 Sanger Ave, Suite 120 A
Waco, TX 76710
Texas
Noble Advisory Group LLC
2016 - Present (10 years)
Family Financial Services
1993 - Present (33 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63
Waco, TX
eCapital Advisors, Inc.
Series 63, Series 65
Waco, TX
Wardlaw Wealth Management LLC
Series 65
Waco, TX
Adam Doty Company
Series 65
Waco, TX
John Wessler & Associates
Series 65
Robinson, TX
Heiser Investment Advisers
CFP®, Series 63, Series 65
Waco, TX
Brilliant Financial Strategies LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")