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Noble Wealth Partners

Updated today

Client AUM

$118,491,092

Clients

134

Advisors

3

of 3 employees

About

Noble Wealth Partners provides investment management, financial planning (project and ongoing), and retirement plan consulting to individuals (including high‑net‑worth clients), charitable organizations, and businesses. The firm is a small adviser with three advisors and, per its brochure, reported approximately $137.3 million in discretionary assets under management as of August 11, 2026.

The firm emphasizes a passive investment approach using index mutual funds and exchange‑traded funds and constructs client portfolios around individualized investment policy statements that reflect time horizon, risk tolerance, and client‑imposed restrictions. Accounts managed by the firm are discretionary and, for clients meeting certain asset thresholds, ongoing financial planning is provided without additional charge; planning and implementation are integrated with the investment management process.

Noble Wealth Partners is notable among its peers for operating as a wrap‑fee program sponsor, a relatively uncommon arrangement for similarly sized supported firms, and for maintaining an Appendix 1 wrap brochure describing those services. The firm also requires clients to use its selected custodians to participate in portfolio management and discloses receipt of soft‑dollar/economic benefits from custody platforms, while offering a modest tax preparation reimbursement for clients meeting specified asset criteria.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

Flat annual advisory fees for ongoing financial planning services range from $1,000 to $15,000 depending on complexity and services provided; minimum $5,000 fee applies for clients under $500,000 assets.

Percentage

$0 - $499,999: 1.00% $500,000 - $999,999: 0.75% $1,000,000 - $2,499,999: 0.50% $2,500,000 - $9,999,999: 0.25% $10,000,000 - $24,999,999: 0.20% $25,000,000+: 0.15%

Project-based

Hourly financial planning fees ranging from $250 to $1,000 per hour depending on complexity and scope.

Other

Minimum fee: Minimum fee of $5,000 per year for ongoing financial planning services for clients with less than $500,000 in assets under management; fees negotiable. Fee-only: Yes, fee-only compensation; no commissions received by the firm or representatives.

Main office

1401 Lawrence Street, Suite 1600

Denver CO 80202

Advisors at this office

3

Most active in

Arizona

Also doing business as

Noble Wealth Partners · Noble Wealth Partners, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Rebekah B

Series 63, Series 66

Denver, CO

Noble Wealth Partners

Rebekah Brooks is a financial advisor at Noble Wealth Partners in Denver, CO, holding Series 63 and Series 66 licenses with 17 years of industry experience. Her prior work includes positions at Royal Alliance Associates, Cambridge Investment Research, Bluerock Capital Markets, and Fs2 Capital Partners. Noble Wealth Partners provides investment management, financial planning, and retirement plan consulting to individuals, charitable organizations, and businesses. The firm employs a passive investment approach centered on index funds and ETFs, managing discretionary accounts with integrated financial planning for qualifying clients.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Executive

Jeff B

CFP®

Denver, CO

Noble Wealth Partners

A native of the Denver area, Jeff has been married to his wife, Christa, for 22 years. They have three beautiful children, two boys and a girl, who spend the majority of their days keeping themselves (and their parents) quite busy and constantly on the move with sports and dance. He has volunteered as a coach in the South Jeffco Sports Association since 2009 as both a head coach and an assistant coach for baseball, basketball, and football. When not coaching sports, there is a good chance that he’s attending a ballet recital or performance for the Littleton Youth Ballet to watch his daughter. Jeff is a staunch believer in using ETFs and low-cost index funds for client investments. He also believes in the fiduciary standard and that everyone needs a professionally written financial plan to help achieve their goals. He subscribes to the notion that the majority of financial problems can be solved by saving more money and spending less of it...most of the other things will require some help from a professional.

College savings (529s, UTMA, etc.) Technology Professional Founder/Business Owner Gen X (Born 1965-1980)

Grant G

CFP®, CFA®

Denver, CO

Noble Wealth Partners

I grew up in Steamboat Springs, Colorado, also known as Ski Town, U.S.A.®, a town that has produced 98 Olympians in 80 years. Even though I was not an Olympian, I did learn there is more than one trail to get down a mountain, and for every skier/snowboarder, some trails are more suitable than others. Applying the concept to wealth management, there are many paths an individual/family can take to accomplish their financial objectives. I co-founded Noble Wealth Partners with the vision that every client has unique needs and values. I believe each client deserves a financial plan and investment recommendations tailored to their financial goals and objectives. I would welcome the opportunity to partner with you and take your wealth management experience to the next level. I believe advisors committed to serving their clients should take the time to master their profession. For that reason, I bring 12 years of experience from various roles within the financial industry. I have earned the right to use the Chartered Financial Analyst (CFA) designation ("CFA is the gold standard of the investment profession." Financial Times, 06/14/2020), and I am a Certified Financial Planner® (CFP). Currently, I am on the Investment Advisory Committee for Colorado State University (my term ends in 2024) and an active member of the CFA Society of Colorado. To explore and deliberate on cutting-edge wealth strategies, I co-founded the Irish Coffee Club, a think tank of four investment professionals, all holding the CFA designation and the CFP® certification. Outside of the office, Grant loves to spend time with his beautiful wife and two boys. In college, Grant was a member of the Club Tennis Team and the Head Coach of the CSU Snowboard Team. To this day, he still enjoys competitive tennis and snowboarding. Please do not hesitate to contact me. I would be happy to chat with you and see if my firm is the right fit for your planning needs.

Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations Tax strategies for small businesses Founder/Business Owner Executive Gen Y/Millennials (Born 1980-1995)
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