Loretta Nolan Associates, LLC

Overview

Loretta Nolan Associates, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients with financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The adviser is not positioned as a capital allocator and does not identify as an active ESG investor or as a multistate adviser. The firm's regulatory profile shows SEC registration in 2025. Advisory activity centers on traditional planning and discretionary and non-discretionary portfolio oversight rather than institutional consulting or pension work.

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