Overview
Assets Under Management: $125 million
High-Net-Worth Clients: 30
Average Client Assets: $3.6 million
Frequently Asked Questions
NGP FINANCIAL PLANNING, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #310443), NGP FINANCIAL PLANNING, LLC is subject to fiduciary duty under federal law.
NGP FINANCIAL PLANNING, LLC serves 30 high-net-worth clients according to their SEC filing dated March 03, 2026. View client details ↓
According to their SEC Form ADV, NGP FINANCIAL PLANNING, LLC offers financial planning and portfolio management for individuals. View all service details ↓
NGP FINANCIAL PLANNING, LLC manages $125 million in client assets according to their SEC filing dated March 03, 2026.
According to their SEC Form ADV, NGP FINANCIAL PLANNING, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.20%
Average Client Assets: $3.6 million
Total Client Accounts: 223
Discretionary Accounts: 223
Regulatory Filings
CRD Number: 310443
Filing ID: 2058754
Last Filing Date: 2026-03-03 15:16:56