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Noble Advisory Group LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,000,000
Total clients
10
10% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
10
Average account size
$200,000
About
Noble Advisory Group LLC primarily serves individual clients and provides financial planning, consulting, qualified plan (pension) consulting, and public educational seminars, while acting mainly as a solicitor that refers client assets to third‑party investment managers. The firm does not custody client assets and provides administrative and ongoing liaison services as clients’ accounts remain with the selected third‑party managers.
Noble’s investment role is largely non‑discretionary: it documents client goals, helps complete third‑party manager paperwork, conveys changes in client status, and reviews quarterly statements, while the selected managers perform investment analysis and portfolio management. The firm discloses that investment methods and specific portfolio risks are those of the third‑party managers and that it does not exercise trading discretion over client accounts.
Distinctive features disclosed in the brochure include formal referral arrangements and written agreements with other advisers (for example, Gradient Investments and MorningStar Investment Services) under which the firm receives solicitor fees, and a managing member who maintains an active insurance agency practice — a potential conflict of interest that is disclosed to clients. The brochure also notes a recent material change updating assets under management; compared with many solo independent advisers, Noble is notable for offering seminars and pension consulting while generally not providing direct portfolio management or charging advisory fees based on a percentage of client assets.
Client services
Financial planning
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
General tax planning
Wealth management
Fee options
$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.
Main office location
Noble Advisory Group LLC
6801 Sanger Ave, Suite 120 A
Waco TX 76710, United States
Number of offices
1
Most active in
Noble Advisory Group LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
Forms ADV
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