SN
PFS
SN
PFS

Scott Noble

12 Years of Experience
Alpharetta, GA
1 Disclosure

Scott Noble is a PFS-designated registered investment advisor at Wealth with No Regrets®, based in Alpharetta, GA, with 12 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 4 more. Their firm serves 207 clients with $190M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
207 clients
Average Client Portfolio
$936K average
Assets Under Management
$193.7M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The annual portfolio management fee is up to 1.4%.

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

12600 Deerfield Parkway, Suite 475, Alpharetta, GA, 30004

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2018
Settled
Other Business Activities

Scott is a Dave Ramsey financial coach through Boomfish, Inc., dedicating about 10-20% of his time. He is also a member of TCP Properties, LLC, which owns and manages rental properties, and CFO of Tri-Craft Properties, LLC, a home building and remodeling company, dedicating about minimal time and about 10-20% of his time respectively.

Employment History
Current Registrations
Wealth with No Regrets®
October 2013 - Present · 12 yrs 7 mos
State Registrations3 states
FLGATX
Advisor

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.
Scott Noble - Financial Advisor | TrueAdvisor