Noble Financial Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,967,188
Clients
11
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
11
LowAverage account size
$360,653
About
Noble Financial Advisors LLC provides ongoing portfolio management and financial planning to individual and high-net-worth clients. The firm creates an Investment Policy Statement for each client and manages portfolios using mutual funds, equities, bonds, ETFs, REITs and government securities while offering planning on investments, insurance, retirement and estate matters as part of its AUM-based advisory services.
The firm’s investment process relies on a mix of charting, fundamental, technical and cyclical analysis and may employ long‑term and short‑term trading as well as covered options strategies. Unusually for advisers in this category, NFA does not have investment discretion over client accounts and generally operates on a non‑discretionary basis, so clients retain trade approval and direction.
NFA charges an asset‑based advisory fee (no wrap programs) and does not accept outside sales compensation; custody is limited to fee deduction authority only. Accounts are reviewed at least quarterly by the firm’s principal reviewer, the firm allows clients to direct brokerage while also aggregating block trades when possible, and it discloses that personal trading by firm personnel is documented and managed to address conflicts.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Fee options
0.50% annually
Main office location
Noble Financial Advisors LLC
Noblesville IN, United States
Number of offices
1
Most active in
Noble Financial Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Indiana · Missouri
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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