Anthony Noto is a CFA, CFP-designated registered investment advisor at Noto Financial Planning, based in Dallas, TX, with 12 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Cross-Border Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 11 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $2.0M | 0.75% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.50% |
Fees negotiable for accounts over $4,000,000. There is a $400,000 minimum asset level to qualify for the Wealth Management Services, and a minimum quarterly fee of $1,000 may be applied.
Fee Estimator
Contact
Anthony Noto
Location
17330 Preston Rd., Suite 200D, Dallas, TX, 75252
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Noto Financial Planning
State Registrations2 states
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