Noor Financial Services
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$90,012
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
Noor Financial Services is a fee-only registered investment adviser that provides financial planning and investment management to individuals, including both non‑high‑net‑worth and high‑net‑worth clients. The firm offers ongoing and project‑based financial planning alongside continuous investment advice and reports $90,012 in non‑discretionary assets under management with $0 in discretionary AUM.
The firm constructs portfolios using asset allocation principles and a mix of passive and active vehicles, applying fundamental and technical analysis within a Modern Portfolio Theory framework to select mutual funds, ETFs, stocks, and bonds. Investment management is delivered on a non‑discretionary basis—clients retain final approval of trades—and is generally provided as part of the planning engagement rather than as a standalone service.
Compared with many investment-manager peers, Noor’s practice is atypical in relying primarily on non‑discretionary AUM while serving individual clients and in using fixed and hourly planning fees instead of percentage‑of‑AUM billing. Additional distinguishing features include a small, single‑adviser operational model established recently, a policy not to aggregate block trades, and reliance on institutional custodial platforms for execution and reporting.
Client services
Financial planning
Portfolio management
Expertise
Business sale tax planning
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Demographic focus
Gen Z (Born 1996-2010)
Fee options
Project-Based Financial Planning fixed fees range from $600 to $3,500; Ongoing Financial Planning initial fee $900-$1,500
$225 per hour for Project-Based Financial Planning
Fee-only: Ongoing Financial Planning: initial fee $900-$1,500; annual fee $3,600-$6,000 paid monthly in arrears; Project-Based Financial Planning: fixed fees $600-$3,500 or hourly rate $225/hour
Main office location
Noor Financial Services
Tujunga CA, United States
Number of offices
1
Most active in
Noor Financial Services has reported serving >5 clients in these states in the last 12 months.
California
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.
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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.
-
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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