NGP Financial Planning, LLC
Firm details
- Headquarters
- ,
- CRD number
- 310443
- Registered since
- January 21, 2025
- Website
- ngpfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI87.2%
- Individuals12.8%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
NGP Financial Planning, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2025. The firm is owned by an individual and focuses on serving individuals and families, providing comprehensive financial planning and discretionary portfolio management for individuals and small businesses. Its advisory fees are charged as a percentage of assets under management. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds45%
- Exchange Traded Equities30%
- Cash & Cash Equivalents25%
Contacts
1 of 1
Michael Policar
Fiduciary Financial PlannerCRD 6074746
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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