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- Custodian
- Charles Schwab & Company ยท John Hancock
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between October 9, 2025 and January 20, 2026, reported AUM decreased 4.0%, from $67.9M to $65.2M.
Of the latest reported AUM, 70.3% is discretionary and 29.7% is non-discretionary.
The firm reports 1 advisory representatives and 115 clients, or 115 clients per representative. That equates to $567.1K in reported AUM per client.
The profile lists 1 reported office location and 1 years in operation. The source data was last updated on January 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
AMIR A NOOR
Chief Compliance Officer, President
- CRD
- #6415824
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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
SMA allocation detail is available
N Financial Plans has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.