Advisor at Investors Portfolio Services 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
Investors Portfolio Services LLC
Location
Puyallup, WA 98373
Credentials
Series 65, Series 66
Industry experience
4 years
Noah Fenz is a financial advisor at Investors Portfolio Services LLC with Series 65 and Series 66 credentials and four years of industry experience. Prior to joining Investors Portfolio Services in 2025, he worked at Russell Investments Implementation Services, LLC for three years and held several positions at Concourse Financial Group Advisors and Securities Inc. from 2021. Investors Portfolio Services LLC serves individual clients, trusts, charities, and retirement plans by providing discretionary and non-discretionary asset management, ERISA plan fiduciary services, financial planning, and tax preparation. The firm constructs tailored portfolios, employs model portfolios and sub-advisors when appropriate, and offers public educational seminars and in-house tax return preparation.
Based on Investors Portfolio Services LLC
Based on Investors Portfolio Services LLC
Basic Financial Plan: $1,500; Advanced Planning: $2,500
$1 - $499,999.99: 1.00% per year of Managed Assets $500,000 - $749,999.99: 0.90% per year of Managed Assets $750,000 - $999,999.99: 0.80% per year of Managed Assets $1,000,000 - $2,999,999.99: 0.75% per year of Managed Assets $3,000,000+: 0.50% per year of Managed Assets
$200 to $500 per hour for financial planning and consulting services; $100 to $400 per hour for tax preparation services
Fee-only: Financial planning fixed fees ranging from $1,500 to $5,000; hourly rates from $200 to $500; tax preparation hourly rates from $100 to $400
2832 South Meridian, Suite 201
Puyallup, WA 98373
Washington
Investors Portfolio Services LLC
2025 - Present (1 year)
Russell Investments Implementation Services, LLC
2022 - 2025 (3 years)
Concourse Financial Group Advisors
2021 - 2021 (1 year)
Concourse Financial Group Securities Inc.
2021 - 2021 (1 year)
Concourse Financial Group Securities Inc.
2021 - 2021 (1 year)
Time Value Investments
2021 - 2021 (1 year)
The Boeing Company
2020 - 2020 (1 year)
Time Value Investments
2019 - 2020 (1 year)
Full Time Student
2011 - 2021 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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.
Series 63, Series 65
Puyallup, WA
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