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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 29 clients, or 29 clients per representative. That equates to $836.8K in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on January 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Noto Financial Planning record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ANTHONY ALEXANDER NOTO
Investment Advisor, Managing Member
- CRD
- #4058357
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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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
SMA allocation detail is available
Noto Financial Planning has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.