Anthony Lombard is a CFP-designated registered investment advisor at Noteworthy Financial LLC, based in Fairfax Station, VA, with 2 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
Noteworthy Financial offers ongoing financial planning for an upfront fee of $1,000 - $3,000, followed by an annual fee of $7,000 - $20,000, payable monthly. This service includes working with a planner to develop and implement a financial plan, monitoring the plan, recommending changes, and ensuring the plan is up to date. The fee is negotiable and depends on the complexity and scope of services.
Noteworthy Financial offers project-based financial planning for a fixed fee ranging from $3,000 to $20,000, depending on the complexity and scope of the project. They also offer hourly financial planning at $300 per hour.
Location
Fairfax Station, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Noteworthy Financial LLC
Previous Registrations
Cjm Wealth Advisers, LTD.
State Registrations1 state
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