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- Custodian
- Charles Schwab & Company ยท John Hancock
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-25-2025
- Office Locations
- 1
Office Locations
About N Financial Plans
N Financial Plans is a fee-only, fiduciary planning and investment advisory firm based in Huntington, NY serving clients nationwide via remote meetings. Led by CFP and IRS Enrolled Agent Amir Noor, the firm provides comprehensive financial, retirement, investment, and tax planning, plus wealth & investment management for retirees/near-retirees, business owners, professionals, and families. Engagements can be one-time, subscription, or managed assets; zero commissions and no insurance sales. Custody includes Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
AMIR A NOOR
Chief Compliance Officer, President
- CRD
- #6415824
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,819,075 | $170,967 |
| Non-Discretionary | $19,400,404 | $1,616,700 |
| Total | $65,219,479 | $232,927 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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