Noteworthy Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Noteworthy Financial is a fee-only independent registered advisory firm that serves individuals and families, high-net-worth households, charitable organizations, and businesses. The firm delivers ongoing subscription-style financial planning, project-based planning, and hourly planning engagements rather than offering traditional investment management services.
The firm does not manage client assets or accept custody; when investment recommendations are provided as part of planning, they typically emphasize passive, low-cost funds and asset-allocation principles. Clients receive written or electronic financial plans with periodic monitoring, annual reviews, and follow-up communications to support implementation.
Noteworthy Financial is atypical among small independent advisers in that it relies solely on fixed and hourly planning fees and explicitly does not charge percentage-of-assets-under-management or participate in wrap fee programs. The brochure also discloses the firm is newly registered and that the principal/CCO holds CFP® certification, reflecting a practice focused on subscription and project work rather than asset-based advisory arrangements.
Client services
Expertise
Fee options
Project Based Financial Planning fixed fee between $3,000 and $20,000
$300 per hour, negotiable depending on complexity
Ongoing Financial Planning annual fee of $7,000 - $20,000 payable monthly (subscription-style)
Fee-only: Ongoing Financial Planning: upfront fee ranging from $1,000 - $3,000 plus annual fee of $7,000 - $20,000 payable monthly; Project Based Financial Planning: fixed fee ranging from $3,000 to $20,000; Hourly Financial Planning: $300 per hour
Main office
Fairfax Station VA
Advisors at this office
1
Most active in
Virginia
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
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