Noble Hill Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$87,454,000
Total clients
19
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
19
Average account size
$4,602,842
About
Noble Hill Planning serves primarily high-net-worth individuals and families and also provides consulting to small-business retirement plans, offering investment management, comprehensive financial planning, and retirement plan consulting including 3(21) and 3(38) fiduciary services. The firm operates on a fee-only basis and customizes portfolios and plans for each client relationship.
The firm’s investment approach is grounded in the Efficient Market Hypothesis and emphasizes passive strategies—primarily open-end mutual funds and ETFs—combined with diversified asset allocation, periodic rebalancing, and tax-aware recommendations such as tax-loss harvesting. Rather than charging a percentage of assets under management, the adviser uses an upfront setup charge and a flat ongoing retainer for its advisory and planning services, and it provides regular performance and allocation reporting.
Distinctive features include an affiliated tax-preparation business owned by the firm’s principal, which can facilitate closer coordination between tax work and financial planning, and an explicit focus on serving retirement plan clients in addition to high-net-worth households—services that are less common among similar solo independent advisers. The firm maintains a small number of client relationships and emphasizes customized, fiduciary retirement-plan work rather than a broad retail client base of non‑HNW individuals.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Tax-loss harvesting
Retirement income strategy
Cash flow / budgeting
Charitable giving & philanthropy
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Fee options
Ongoing retainer fees charged quarterly in advance, typically $1,000 - $5,000 per quarter ($4,000 - $20,000 per year).
Minimum fee: Initial fees ranging from $200 to $5,000 for setup, planning, or consulting. Fee-only: Fees consist of upfront fees ($200-$5,000) and ongoing flat retainer fees ranging from $1,000 to $5,000 per quarter ($4,000 to $20,000 per year). Per-project financial planning fees typically range from $2,000 to $20,000.
Main office location
Noble Hill Planning LLC
Richmond VA, United States
Number of offices
2
Most active in
Noble Hill Planning LLC has reported serving >5 clients in these states in the last 12 months.
Virginia
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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