Noblehouse Family Office, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Noblehouse Family Office, LLC provides multi-family-office and wealth management services to high-net-worth and ultra-high-net-worth individuals, families, business owners, trusts, and other entities, supplying investment management, holistic financial planning, private-market access, estate and tax coordination, philanthropic planning, and concierge/legacy services. The firm also acts as a co-advisor through a third‑party portfolio manager and offers ERISA 3(21) retirement-plan advisory services for qualified employer plans.
The firm uses a core-satellite investment framework that combines public-market exposures with alternative and private-market allocations and applies tax-aware techniques such as direct indexing and asset-location discipline. It delivers both discretionary and non‑discretionary management and provides financial planning in either project-based (fixed or hourly) engagements or ongoing maintenance formats, with separate arrangements for third‑party managed programs.
Distinctive features noted in the brochure include the principal’s role as a licensed insurance agent who offers insurance products in addition to advisory services, the explicit pension‑consulting (3(21)) retirement-plan offering, and the operation of educational seminars and campus workshops that may carry registration fees. The firm is newly established, is structured to share fees and incentive arrangements with its co-advisor relationship, and is led by a single founder who is identified as the firm’s primary supervised person.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
Wealth management
Retirement income strategy
Tax-loss harvesting
Business exit / sale strategy
Charitable giving & philanthropy
Occupation focus
Founder/Business Owner
Executive
Demographic focus
Mid-Career Professionals
Established Professionals
Fee options
Project-based financial planning fixed fees up to $65,000; seminars $50 per person
$0 - $10,000,000: 1.50% annually $10,000,000.01 - $25,000,000: 1.30% annually $25,000,000.01 - $50,000,000: 1.20% annually $50,000,000.01 - $100,000,000: 1.10% annually $100,000,000.01+: 1.00% annually
Insurance commissions received by investment advisor representative
Financial planning hourly fee $500
Account minimum: $1,000,000 Minimum fee: ERISA Plan Services minimum fee: $5,000 per quarter Fee-only: Financial planning fixed fees up to $65,000; hourly fee $500; ongoing financial planning $10,000 to $100,000 annually, negotiable
Main office location
Noblehouse Family Office, LLC
5700 Tennyson Pkwy, Suite 300
Plano TX 75024, United States
Number of offices
1
Most active in
Noblehouse Family Office, 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:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")