NOBLEHOUSE FAMILY OFFICE, LLC
Firm details
- Headquarters
- Plano, Texas
- CRD number
- 338855
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Noblehouse Family Office, LLC presents itself as a small, owner-run wealth advisory and insurance brokerage that combines financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. The firm’s business activity line emphasizes insurance brokerage alongside advisory work, suggesting a blend of insurance product distribution and fee-based planning/portfolio oversight. The name signals an intent to operate with family office-style services—coordination of wealth management, planning and education for private clients—even though the operational footprint appears limited. Fee arrangements are flexible: the firm lists percentage-of-AUM, hourly and fixed-fee billing options. Noblehouse does not identify as an active ESG investor and is not registered as a multi-state adviser. It lists pension consulting among its services while not holding the formal designation of a pension consultant, which indicates it provides pension-related advice without specialized pension consultant registration.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1MEKKOS JONES
PresidentCRD 7477883
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Plano, TX
COLLIN
Location
Plano, TX
Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- COLLIN
- Address
- 5700 Tennyson Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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