NOBLE HILL PLANNING LLC

Overview

Noble Hill Planning LLC is an independent, owner-operated registered investment adviser that focuses on fee-based financial planning and discretionary portfolio management for individuals and families, with supplemental services for small businesses. The firm runs a fixed-fee model and places heavy emphasis on liquid, exchange-traded equities as the core of client portfolios. Its advisory work includes financial planning, portfolio management for individuals and small businesses, and pension consulting services, which point to a planning-first practice that implements portfolios to meet client goals rather than acting as an institutional capital allocator. Investment activity is equity-centric — the firm reports a clear preference for exchange-listed holdings — but it also accesses third-party real estate funds and mutual funds to round out portfolios. Noble Hill is not positioned as an ESG-focused manager and is not described as a multi-state or newly formed adviser; its model appears concentrated and relationship-driven, consistent with a small client base of high-balance households.

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Public Holdings

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Location & Offices