NGP FINANCIAL PLANNING, LLC

NGP FINANCIAL PLANNING, LLC is an SEC-registered investment adviser (CRD 310443). Regulatory assets under management: $124.7M.

Registration

• CRD: 310443
• SEC file number: 801-131851
• Type: Registered investment adviser
• Phone: 425-444-6715
• Latest filing: 2026-03-03
• Regulatory AUM: $124.7M
• Discretionary AUM: $124.7M
• Clients: 1
• Accounts: 223

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310443 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search