RIA Intel›Advisers›Texas›NOTO FINANCIAL PLANNING, LLC

NOTO FINANCIAL PLANNING, LLC

Advisory

TX

Data as of Jan 5, 2026 · Source: SEC Form ADV

Rank in TX
#2,067
of 2,813 advisers by AUM
Average account
$639K
across 38 accounts
AUM per adviser
$24M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 5, 2026.

Total AUM
$24M
Discretionary %
0%
Clients
11
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$24M
Discretionary AUM$0
Non-Discretionary AUM$24M
Discretionary %0%
Total Clients11
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InLA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

AIM ADVISORY GROUP, LLC
LUBBOCK, TX
$24M
XPONIFY, INC.
$24M
HOYL WEALTH MANAGEMENT, LLC
AMARILLO, TX
$24M
NXT:GEN FINANCIAL PLANNING LLC
$25M
EARLS FINANCIAL LLC
$24M
OUTLIER FINANCIAL PARTNERS, LLC
SAN ANGELO, TX
$25M

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