Advisor at Noble Hill Planning 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 Hill Planning LLC
Location
Richmond, VA
Credentials
CFP®, CFA®, Series 65
Industry experience
10 years
Matthew Jenkins is a CFP®, CFA®, and Series 65-registered advisor with 10 years of industry experience. He is the principal of Noble Hill Planning LLC, an independent advisory firm based in Richmond, VA, and previously worked at A.N. Culbertson & Company, Inc. He is also the owner and tax preparer of NH Tax Preparation LLC, a tax preparation business. Noble Hill Planning LLC serves individuals, families, and small-business retirement plans with a fee-only, independent approach. The firm specializes in customized portfolios built on a passive, index-centered philosophy and offers comprehensive financial planning and retirement plan consulting services.
Based on Noble Hill Planning LLC
Based on Noble Hill Planning LLC
Ongoing retainer fees charged quarterly in advance, typically $1,000 - $5,000 per quarter ($4,000 - $20,000 per year).
Minimum fee: Initial fees ranging from $200 to $5,000 for setup, planning, or consulting. Fee-only: Fees consist of upfront fees ($200-$5,000) and ongoing flat retainer fees ranging from $1,000 to $5,000 per quarter ($4,000 to $20,000 per year). Per-project financial planning fees typically range from $2,000 to $20,000.
Richmond, VA
Virginia
NH Tax Preparation LLC
2026 - Present (1 year)
Noble Hill Planning LLC
2021 - Present (5 years)
A.N. Culbertson & Company, Inc.
2015 - 2021 (6 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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.
Series 63, Series 66
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CFP®, Series 66
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Swift Creek Wealth Management
Series 65
Midlothian, VA
Carnahan Capital Management, LLC
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