Noble Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$223,004,922
Clients
232
Advisors
3
of 6 employees
About
Noble Wealth Management is an SEC‑registered advisory firm that supports a small team of advisors and oversees roughly $223 million in client assets, serving primarily individual clients — including high‑net‑worth households — as well as pension and profit‑sharing plans. The firm offers discretionary portfolio management, financial planning, investment consulting, pension consulting, and participant account management for held‑away retirement accounts via a third‑party platform.
The firm’s investment process uses firm‑designed proprietary model portfolios alongside third‑party model strategies (including SEI’s managed accounts program), and relies on a mix of fundamental, technical, and cyclical analysis with ongoing monitoring and periodic rebalancing. For held‑away participant accounts the adviser may use the Pontera order‑management platform to implement tax‑efficient asset‑location and opportunistic rebalancing under discretionary authority.
Noble Wealth discloses several uncommon affiliations for a firm of this size: it has an affiliated tax/accounting practice, principals maintain licensed real‑estate brokerage and mortgage origination activities, and the firm’s ownership interests include participation in a private real‑estate syndication vehicle, all of which are disclosed as potential conflicts when recommending affiliated services or syndication investments. The brochure also notes that some advisory personnel are separately registered representatives and insurance agents and that the firm receives referral or compensation arrangements tied to third‑party managers, which it discloses and monitors.
Client services
Fee options
Financial planning fees may be quoted as flat fees ranging typically from $2,500 to $10,000; investment consulting services charged as a negotiable flat fee based on percentage of assets.
Up to 1.5% annually, negotiable and may be reduced based on account size and nature of investments
Certain persons are registered representatives and insurance agents who may earn commissions separately from advisory fees; commissions and 12b-1 fees are not accepted by firm where advisory fees are charged.
Hourly financial consulting rate is $350 per hour.
Account minimum: $250,000 Fee-only: Portfolio management fees based on percentage of assets under management, negotiable, not exceeding 1.5% annually; financial planning fees typically $2,500 to $10,000 annually; hourly consulting fee $350/hour; flat fees for investment consulting (negotiable, not exceeding 1.5%) and pension consulting (negotiable). Fees may be reduced or waived at discretion.
Main office
4299 Macarthur Blvd., Suite 100
Newport Beach CA 92660
Advisors at this office
3
Most active in
California · Nebraska · Texas
Also doing business as
Aj Schryer Financial Services, Inc. · Noble Wealth Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Jeffrey K
CFP®
Newport Beach, CA
Noble Wealth Management, Inc.
Jeffrey Kaylor is a CFP® professional with over 30 years of experience in accounting and financial advisory services. He has worked at Noble Financial Advisors since 2023 and previously operated Kaylor Accountancy from 1995 to 2023. He also serves as a CPA at Noble Tax Specialists, providing tax and accounting services. Noble Wealth Management provides investment advisory and financial planning primarily to individual clients, including high-net-worth individuals, and retirement plans. The firm manages approximately $213 million in client assets and offers tailored portfolio management and financial planning services.
Daniel D
Series 63, Series 65
Newport Beach, CA
Noble Wealth Management, Inc.
Daniel Dubois is a financial advisor at Noble Wealth Management, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including B.B. Graham & Company and Securities America, Inc. Outside of his advisory role, Dubois is president of a full-service CPA firm and serves as treasurer of a building association. Noble Wealth Management provides investment advisory and financial planning services primarily to individual clients and retirement plans. The firm manages approximately $213 million in client assets and implements tailored strategies using proprietary and third-party model portfolios, combining technical, fundamental, and cyclical analysis across various asset classes.
Alan S
CFP®, Series 63, Series 66
Newport Beach, CA
Noble Wealth Management, Inc.
Alan Schryer is a CFP® professional with over 32 years of experience in financial advisory services. He is currently with Noble Wealth Management, Inc. in Newport Beach, CA, where he has worked since 2013. Prior to that, he held positions at B.B. Graham & Company, Securities America, Inc., and Foothill Securities, Inc. Outside of his advisory role, Schryer is involved in several related business activities, including ownership of entities focused on real estate brokerage, mortgage origination, tax preparation, and insurance services. Noble Wealth Management provides investment advisory and financial planning services primarily to individual clients and retirement plans, managing approximately $213 million in assets. The firm offers tailored portfolio management and financial planning, utilizing proprietary and third-party model portfolios, and integrates a range of investment analyses across multiple asset classes.
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