NOTO FINANCIAL PLANNING

NOTO FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 168653). Regulatory assets under management: $24.3M.

Registration

• CRD: 168653
• Type: Registered investment adviser
• Phone: 808-638-2475
• Latest filing: 2026-01-05
• Regulatory AUM: $24.3M
• Non-discretionary AUM: $24.3M
• Clients: 1
• Accounts: 38

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168653 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search