Noblehouse Family Office, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Noblehouse Family Office, LLC provides comprehensive wealth management and family-office coordination to high-net-worth and ultra-high-net-worth individuals, families, business owners, and other entities. Its services include investment advisory and portfolio management, holistic financial planning, estate and tax coordination, access to private market opportunities, concierge private banking, and ERISA 3(21) retirement-plan consulting.
The firm offers both discretionary and non-discretionary asset management and constructs portfolios using a core‑satellite approach that incorporates public-market exposures alongside alternative and private-market strategies; it also uses a co‑advisor relationship for model portfolio implementation. Financial planning is available as either project-based engagements or ongoing multi-domain planning, including multi-scenario, tax-aware analysis and estate/legacy coordination for complex, multi-entity households.
Noteworthy aspects of the firm that differ from many peers include the principal’s separate insurance agency activity (the brochure discloses he spends the majority of his time as a licensed insurance agent and may offer insurance products) and the firm’s explicit pension consulting and participant-education services under ERISA 3(21). The firm also conducts educational seminars and workshops (including fee-based campus seminars and complimentary dinner seminars) and discloses fee-sharing and incentive arrangements with third‑party managers, factors prospective clients may want to review for potential conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
Project-Based Financial Planning fixed fees up to $65,000 depending on client complexity; seminar fees $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
Investment Advisor Representatives receive commissions for insurance products sold; potential conflict disclosed.
Consultation services offered at $500 per hour.
Performance-based fees up to 20% of investment performance above benchmark and hurdle for qualified clients; combined with reduced asset-based fee.
Account minimum: $5,000,000 Minimum fee: ERISA plan services have a minimum fee of $5,000 per quarter. Fee-only: Holistic financial planning fees: Project-based fixed fees up to $65,000; hourly fees at $500 per hour; ongoing financial planning fees range from $10,000 to $100,000 annually (negotiable).
Main office
5700 Tennyson Pkwy, Suite 300
Plano TX 75024
Advisors at this office
1
Most active in
Texas
Also doing business as
Noblehouse Family Office, LLC · Noblehouse Wealth Advisors, LLC
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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