Noah Kiedrowski is a registered investment advisor at Unity Wealth Partners, based in Orange, CA, 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 20 clients with $6.5M 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% |
The advisory fee is a flat fee of up to 2.00% on all assets under management. The advisory fee may be reduced or waived at the discretion of UWP.
Fee Estimator
Location
4050 W. Metropolitan Dr., Suite 150, Orange, CA, 92868
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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 Activities
Noah works full-time as a Quality Control Manager at Dendreon Pharmaceuticals, a biotechnology company, since November 2019. This activity is not investment-related.
Employment History
Current Registrations
Unity Wealth Partners
Previous Registrations
Stock Options Dad LLC
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.