Noor Financial Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides financial planning and investment management services to individuals and high-net-worth individuals through ongoing and project-based engagements, and it also offers educational seminars and speaking engagements. It operates as a fee-only independent adviser and may refer clients to third‑party professionals without receiving compensation from those referrals.
The firm’s investment work emphasizes portfolio construction and asset allocation using a mix of passive and active funds, informed by fundamental and technical analysis within a modern portfolio theory framework. Investment management is delivered on a non‑discretionary basis—clients retain approval over trades—and is integrated with the financial planning relationship rather than positioned as a standalone discretionary offering.
What is distinctive about the firm is that nearly all reported assets are managed on a non‑discretionary basis and the firm uses fixed, project, or hourly planning fees instead of the more common percentage‑of‑AUM billing model. The adviser is a recently established, small‑asset practice that uses institutional custodial platforms (Schwab and Altruist), does not aggregate or block trades, and relies on custodian statements for account reporting rather than providing separate firm‑generated performance reports.
Client services
Expertise
Demographic focus
Fee options
Fixed fees for Project-Based Financial Planning range from $600 to $4,000; Educational Seminars fees range from $0 to $1,000 per seminar
Hourly rate for Project-Based Financial Planning: $250/hour
Minimum fee: Initial fee between $1,000 and $1,500 for Ongoing Financial Planning, non-refundable Fee-only: Ongoing Financial Planning fees $4,200 - $6,000 annually, paid monthly in arrears; no separate Investment Management fee
Main office
Tujunga CA
Advisors at this office
1
Most active in
California
Also doing business as
Noor Financial Services · Noor Financial Services 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 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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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
Quick links
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