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Noble Wealth Partners

Updated today

Total assets under management

$118,491,092

Total clients

134

34% high-net worth

Total advisors

2

of 3 employees

Firm size

Supported

1-3 advisors, or $200M+ in AUM

Average clients per advisor

67

Average account size

$884,262

Client services

Financial planning Portfolio management Pension consulting

Fee options

Fixed

Initial financial plan creation fee $1,000 to $2,500 depending on complexity; ongoing annual advisory fee $1,000 to $15,000

Percentage

$0 - $749,999: 1.00% $750,000 - $2,499,999: 0.75% $2,500,000 - $9,999,999: 0.50% $10,000,000 - Negotiable: Negotiable

Project-based

Financial planning hourly rates between $250 and $1,000 per hour depending on complexity

Other

Fee-only: Financial planning hourly fees $250 to $1,000 per hour; flat fees $1,000 to $2,500 for initial plan; ongoing annual advisory fees $1,000 to $15,000 depending on complexity and services

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Noble Wealth Partners

1401 Lawrence Street, Suite 1600

Denver CO 80202, United States

Number of offices

2

Advisors at this firm

Jeff B

CFP®

Denver, CO

Noble Wealth Partners

A native of the Denver area, Jeff has been married to his wife, Christa, for 22 years. They have three beautiful children, two boys and a girl, who spend the majority of their days keeping themselves (and their parents) quite busy and constantly on the move with sports and dance. He has volunteered as a coach in the South Jeffco Sports Association since 2009 as both a head coach and an assistant coach for baseball, basketball, and football. When not coaching sports, there is a good chance that he’s attending a ballet recital or performance for the Littleton Youth Ballet to watch his daughter. Jeff is a staunch believer in using ETFs and low-cost index funds for client investments. He also believes in the fiduciary standard and that everyone needs a professionally written financial plan to help achieve their goals. He subscribes to the notion that the majority of financial problems can be solved by saving more money and spending less of it...most of the other things will require some help from a professional.

College savings (529s, UTMA, etc.) Business ownership considerations Technology Professional Founder/Business Owner Gen X (Born 1965-1980)

Grant G

CFP®, CFA®

Denver, CO

Noble Wealth Partners

I grew up in Steamboat Springs, Colorado, also known as Ski Town, U.S.A.®, a town that has produced 98 Olympians in 80 years. Even though I was not an Olympian, I did learn there is more than one trail to get down a mountain; and for every skier/snowboarder, some trails are more suitable than others. Applying the concept to wealth management – there are many paths an individual/family can take to accomplish their financial objectives. I co-founded Noble Wealth Partners with the vision that every client has unique needs and values. I believe each client deserves a financial plan and investment recommendations tailored to their financial goals and objectives. I would welcome the opportunity to partner with you and take your wealth management experience to the next level. I believe advisors committed to serving their clients should take the time to master their profession. For that reason, I bring 12 years of experience from various roles within the financial industry. I have earned the right to use the Chartered Financial Analyst (CFA) designation (CFA is the gold standard of the investment profession.” Financial Times, 06/14/2020), and I am a Certified Financial Planner® (CFP). Currently, I am on the Investment Advisory Committee for Colorado State University (my term ends in 2024), and an active member of the CFA Society of Colorado. To explore and deliberate on cutting edge wealth strategies, I co-founded the Irish Coffee Club, a think tank of four investment professionals, all holding the CFA designation and the CFP® certification. Outside of the office, Grant loves to spend time with his beautiful wife, and they are expecting their first child in April 2021. In college, Grant was a member of the Club Tennis Team and the Head Coach of the CSU Snowboard Team. To this day, he still enjoys competitive tennis and snowboarding. Please do not hesitate to contact me. I would be happy to chat with you and see if my firm is the right fit for your planning needs.

Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations FIRE (Financial Independence Retire Early) Gen Y/Millennials (Born 1980-1995)
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