VAN DER NOORD FINANCIAL ADVISORS, INC.

RIASEC RegisteredEst. 2021
Total AUM
$152M
Discretionary
$149M
98% of AUM
Avg account
$409K
Accounts
372
Employees
4
Advisory reps
2

Firm details

Headquarters
GREER, South Carolina
CRD number
135556
Registered since
March 31, 2021
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI81.31%
  • Individuals16.38%
  • Pension & Profit Sharing Plans2.18%
  • Charitable Organizations0.13%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Van Der Noord Financial Advisors, Inc. is an independent registered investment adviser formed as a corporation and operating primarily for individual and family clients. The firm focuses on financial planning and portfolio management for individuals and small businesses, and it lists pension consulting among its advisory services. Its business model combines percentage-of-AUM billing with hourly and fixed-fee engagements, which supports both ongoing portfolio relationships and one-off planning or consultative work. Investment activity centers on pooled public vehicles—chiefly mutual funds and other public funds—rather than direct stock-picking or extensive individual security trading. The firm is not an active ESG investor and does not position itself as a capital allocator; instead it implements diversified, manager-driven exposures that can be tailored to individual client goals and risk profiles. Van Der Noord Financial Advisors, Inc. has been SEC-registered since 2021 and remains organized under individual ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Contacts

2 of 2
  • DAVID GERDT

    Investment Advisor RepresentativeCRD 5927975

  • RICHARD VANDERNOORD

    President & OwnerCRD 1678571

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

GREER, SC

GREENVILLE

Location

GREER, SC

Headquartered in GREER, SC, anchoring the Greenville-Spartanburg-Anderson, SC metro in the South.

Metro area
Greenville-Spartanburg-Anderson, SC
Region
South
County
GREENVILLE
Address
The Vlg At Thornblade The Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth