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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-16-2013
- Office Locations
- 1
Office Locations
About Noto Financial Planning
Noto Financial Planning is a Texas-based independent advisory firm providing highly personalized financial and wealth planning, including tax planning, insurance guidance, and portfolio construction. The practice focuses on helping busy clients—often entrepreneurs—make clear decisions and build diversified portfolios using public funds, ETFs, and fixed income. Founder Anthony Alexander Noto has been cited by outlets such as WSJ and BBC.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ANTHONY ALEXANDER NOTO
Investment Advisor, Managing Member
- CRD
- #4058357
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $24,267,299 | -- |
| Total | $24,267,299 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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