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Ilonka Nobles

28 Years of Experience
Plano, TX
2 DisclosuresBroker

Ilonka Nobles is a registered investment advisor at Nobles & Richards Advisors, LLC, based in Plano, TX, with 28 years of industry experience. Ilonka is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Estate Planning, and 6 more. Their firm serves 128 clients with $34M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
128 clients
Average Client Portfolio
$267K average
Assets Under Management
$34.2M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.80%
$3.0M - $10.0M0.60%
$10.0M - $15.0M0.40%
$15M+0.40%

Fees for amounts over $15,000,001 are negotiable. Accounts held at American Funds are billed at 0.75%. SEI program accounts range from 0.50% to 1.00%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

801 E. Plano Pkwy, Suite 220, Plano, TX, 75074

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History

Regulatory History (2)
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Customer Dispute
January 2015
Settled
Customer Dispute
June 2006
Denied
Other Business Activities

Ilonka is a consultant and owner at TLC since 2002, dedicating about 10-20% of her time. She is also a co-founder/co-owner of Nobles & Richards Advisors, LLC, but spends no time on it, and a manager at Funding Choice, LLC, which is inactive.

Employment History
Current Registrations
Nobles & Richards Advisors, LLC
March 2025 - Present · 1 yr 7 mos
Nobles & Richards, INC.
August 2008 - Present · 18 yrs 2 mos
Nobles & Richards, INC.Broker
August 2008 - Present · 18 yrs 2 mos
Previous Registrations
Texlark Securities, LLCBroker
September 2006 - January 2011 · 4 yrs 4 mos
Chestnut Energy Partners, INC.Broker
December 2004 - July 2007 · 2 yrs 7 mos
Couch Financial Services, INC.Broker
July 2004 - October 2007 · 3 yrs 3 mos
Kdn Securities, INC.Broker
December 2002 - May 2003 · 5 mos
Western American Securities CorporationBroker
January 1996 - December 2001 · 5 yrs 11 mos
State Registrations26 states
ARCACOCTDCFLGAIAILINMAMDMEMONENHNJNMNVNYOHORSDTXVTWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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