Noor HaddadCFP® · CFA
Principal Advisor · Cascadia Equity Advisors · Seattle, WA
★★★★★ 4.9(97+ client reviews)Fee-only fiduciaryVirtual nationwide
Fee
0.80%
Fee-only
Minimum
$250k
to start
Experience
11 yrs
advising clients
Response
within 2 hours
typical reply
About Noor
Noor's client base is Seattle in miniature: senior engineers and product leaders whose net worth is 70% one company's stock. Her practice systematizes the unwinding - automatic sale schedules, tax-aware diversification, and the mega-backdoor Roth most of her clients didn't know they had.
The second conversation is usually about time: modeling the sabbatical, the downshift, or the early exit.
Specialties & services
- RSU auto-sale and diversification programs
- Mega-backdoor Roth setup and monitoring
- Sabbatical and early-retirement modeling
Best for
Big-tech employees with concentrated RSUs
Sound like you? Smart move: compare Noor against 2–3 similar advisors before deciding. The matcher screens the whole network against your goals and shows you Noor's availability alongside the alternatives — free.
Frequently asked about Noor Haddad
What are Noor Haddad's fees?
Noor Haddad of Cascadia Equity Advisors publishes a fee of 0.80% AUM (fee-only — paid solely by clients, never product commissions). Fees can change and may vary by service level, so confirm directly before engaging.
What is Noor Haddad's account minimum?
Cascadia Equity Advisors lists a minimum of $250k in investable assets for ongoing management. If you're below the minimum, the AdvisoryReviews matcher can route you to network advisors with no minimum.
Is Noor Haddad a fiduciary?
Noor Haddad operates under the fiduciary standard and runs a fee-only practice, meaning compensation comes only from clients — never commissions. Always verify any advisor's registration and record on the SEC's Investment Adviser Public Disclosure site before engaging.
Does Noor work with clients outside Seattle?
Yes — Cascadia Equity Advisors works with clients virtually nationwide, alongside in-person meetings in Seattle, WA.
How do I book a call with Noor Haddad?
Use the free AdvisoryReviews matcher to check Noor's current availability. Advisors cap new clients monthly, so the matcher confirms fit and open capacity first — then the intro call is scheduled at no cost and with no obligation.
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