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Noah MacFarlane

Fourthought Financial Partners, LLC

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About Noah MacFarlane

Noah MacFarlane is a registered Investment Advisor Representative with Fourthought Financial Partners, LLC. Noah is licensed in Florida. Noah has worked in the financial industry since 2016, starting with Insurance Service of Sarasota. Noah specializes in investment management for individuals, businesses, charitable organizations, and pension and profit-sharing plans. Noah provides financial planning, selection of other advisors, portfolio management, and credit and cash management services. Noah has worked with over 750 clients and manages over $1.3 billion in assets.

Firm Information

Noah MacFarlane is currently registered with Fourthought Financial Partners, LLC. Fourthought Financial Partners, LLC is an investment advisor headquartered in Venice, FL. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. They also offer credit and cash management and insurance solutions. Fourthought Financial Partners, LLC manages approximately $1.33 billion in assets.
Fourthought Financial Partners, LLC

310 W. VENICE AVENUE

VENICE, FL 34285

$1.33B

Assets Under Management

1

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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credit and cash management and insurance solutions.

Credit and cash management and insurance solutions.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Rev sharing with frs & eligible credit & cash mgmt solutions

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Noah MacFarlane’s Registration & Firm History

FL

06/03/2024 - Present

Fourthought Financial Partners, LLC (Venice FL)

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Licenses & Designations

IA

Issued 12/07/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Noah MacFarlane.
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