VAN DER NOORD FINANCIAL ADVISORS, INC.
Firm details
- Headquarters
- GREER, South Carolina
- CRD number
- 135556
- Registered since
- March 31, 2021
- Website
- www.vandernoordfinancial.com
- 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
FINTRXOverview
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
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 Funds100%
Contacts
2 of 2DAVID GERDT
Investment Advisor RepresentativeCRD 5927975
RICHARD VANDERNOORD
President & OwnerCRD 1678571
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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