Matthew Jenkins is a CFA, CFP-designated registered investment advisor at Noble Hill Planning LLC, based in Richmond, VA, with 11 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 19 clients with $87M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Noble Hill Planning bundles investment management with ongoing financial planning into a flat annual retainer fee. The costs break down as follows:
- Initial set-up fee: $200 to $5,000, paid upfront to cover account transfers and initial setup.
- Ongoing retainer fee: $1,000 to $5,000 per quarter ($4,000 to $20,000 per year), paid quarterly in advance.
Fees are negotiable in limited circumstances, such as for friends and family.
Contact
Matthew Jenkins
Location
Richmond, VA
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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
Noble Hill Planning LLC
Previous Registrations
A. N. Culbertson & Company, INC.
State Registrations1 state
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.
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