Noteworthy Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Noteworthy Financial, LLC is a small, fee-only advisory firm that provides comprehensive ongoing financial planning, project-based planning, and hourly consulting to individuals and families, high-net-worth households, charitable organizations, and businesses. The firm offers written financial plans, periodic reviews, and implementation recommendations rather than acting as an asset manager.
In working with clients the firm follows a goal-based planning process that emphasizes detailed data gathering, a written plan, and ongoing monitoring with follow-up communications and annual reviews. Investment recommendations provided as part of planning generally favor passive, diversified allocations using mutual funds and ETFs and reflect modern portfolio theory principles such as diversification and low turnover.
What distinguishes Noteworthy Financial from many peers is that it does not manage client assets, does not accept custody or exercise trading discretion, and is compensated through hourly, project, and subscription billing rather than by a percentage of assets under management — a billing approach that is uncommon for firms in the investment-manager category. The practice is led by a single CFP®-credentialed principal, is newly registered, and positions clients to implement recommended strategies through custodians of their choosing.
Client services
Financial planning
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Debt management
Fee options
Project Based Financial Planning fixed fee ranging from $3,000 to $20,000, negotiable
$300 per hour, negotiable
Fee-only: Ongoing Financial Planning: upfront fee $1,000 - $3,000 plus annual fee $7,000 - $20,000 payable monthly, negotiable; Project Based Financial Planning: fixed fee $3,000 - $20,000 negotiable; Hourly Financial Planning: $300 per hour, negotiable
Main office location
Noteworthy Financial LLC
Fairfax Station VA, United States
Number of offices
1
Most active in
Noteworthy Financial LLC has reported serving >5 clients in these states in the last 12 months.
Virginia
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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
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")