Noah Plotkin
Advisor at 49 Financial
Updated today
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.
About
Noah Plotkin is a financial advisor at 49 Financial in Charlotte, NC, holding a Series 65 designation. He has been with 49 Financial since 2025 and has prior experience at Capital Square and other roles outside the financial industry. He is also a licensed insurance agent. 49 Financial provides advisory services to a broad client base including individuals, trusts, corporations, pension plans, and charitable organizations. The firm employs a disciplined, long-term diversified investment approach using proprietary and third-party model portfolios, and offers a range of services such as financial planning, investment management, retirement consulting, and fractional family office solutions.
Client services
Based on 49 Financial
Financial planning
Portfolio management
Selection of other advisers
Expertise
Based on 49 Financial
Wealth management
Tax strategies for small businesses
Real estate investing
Fee options
Fixed fees for financial planning and consulting services as described above
$0+: Up to 1.65% annually (maximum advisory fee) $10,000,000 net worth (for Fractional Family Office Services)+: Fractional Family Office Services fees range from $2,500 to $10,000 per month for Standard Services, $5,500 to $30,000 per month for Premium Services
Advisory professionals may receive commissions for the sale of securities and insurance products through affiliated broker-dealer
Account minimum: $25,000 Fee-only: Fixed fees for financial planning and consulting: up to $5,000 for limited engagements; up to $75,000 annually for ongoing services; advanced planning fees up to $75,000 fixed fee; retirement plan consulting fees are fixed, project-based, individually negotiated
Location
1213 W Morehead St, Suite 508
Charlotte, NC 28208
Most active in
Noah P has reported serving >5 clients in these states in the last 12 months.
North Carolina
Work history
49 Financial
2025 - Present (1 year)
Student - Kentucky
2023 - 2025 (2 years)
Capital Square
2023 - 2023 (1 year)
Student - Kentucky
2022 - 2023 (1 year)
Capital Sqaure
2022 - 2022 (1 year)
Student - Kentucky
2021 - 2022 (1 year)
Hermitage Country Club
2021 - 2021 (1 year)
Tarrant's West
2020 - 2020 (1 year)
American Family
2019 - 2020 (1 year)
Dairy Queen
2019 - 2019 (1 year)
Student - Not old enough to work
2008 - 2019 (11 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is 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.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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