Noah Dorman
Noah Dorman is a CFP-designated registered investment advisor at Oneascent Financial Services LLC, based in Orefield, PA, with 4 years of industry experience. Noah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Estate Planning, and 6 more. Their firm serves 5,279 clients with $3.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees generally range from 0.50% to 2.00% per annum depending on the account type, asset size, and complexity. Fees are negotiable.
Fee Estimator
Location
Orefield, PA
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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 →Other Business ActivitiesSells Insurance
Noah is involved in insurance sales since 2000, dedicating about 10-20% of his time to this activity. This activity is investment-related.
Employment History
Current Registrations
Oneascent Financial Services LLC
Previous Registrations
Stonex Advisors INC.
Stonex Securities INC.Broker
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
More Advisors
- Joseph Hudock, CFPOneascent Financial Services LLC
- Eric Dorman, CFPOneascent Financial Services LLC