Updated October 02, 2023
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Note Advisors

Investment Advisor Firm
Total assets under management$199M
Years in business2024+

About Note Advisors

Note Advisors is a distinctive wealth planning firm that distinguishes itself by putting your personal life and aspirations at the forefront of its services. Unlike advisors who prioritize finances, Note's primary focus is getting close to you, and understanding your family, business, wealth, and legacy to create a comprehensive wealth plan that aligns with your life vision.

For business owners, Note recognizes the significance of aligning your business plan with your personal goals, ensuring that your business serves you and your family rather than the other way around. They help you navigate business transitions and make choices that simplify your financial life.

Acknowledging that you are not just a business owner but also a person with dreams, Note assists you in pursuing your passions, ensuring the readiness of those who depend on you, and fostering a sense of security for the future.

Note believes that wealth planning is more than just financial management; it's about living well and leaving a meaningful legacy. They understand that true wealth is about overall well-being and offer a unique blend of financial expertise and wealth coaching.

As fiduciaries, Note Advisors uphold the highest ethical standard, ensuring they act solely in your best interest. They emphasize the importance of budgeting, saving, and managing finances, aiming to help you live your dreams, alleviate fears of the unknown, and make a lasting impact.

Note Advisors is not just a financial advisor; they are wealth coaches dedicated to helping you make confident decisions, live your legacy, and achieve an unshakeable sense of well-being, regardless of your financial journey.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Wealth Coaching
  2. Financial Planning

More about Note Advisors

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
1714666

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Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Note Advisors.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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