# NGP FINANCIAL PLANNING, LLC

NGP FINANCIAL PLANNING, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 310443
- Type: SEC-registered investment adviser
- SEC file number: 801-131851
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Michael Steven Policar | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER | — |
| POLICAR MICHAEL Steven | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/310443/brochure
- Similar advisers: https://search.stillhousedata.com/firm/310443/similar
- Related entities: https://search.stillhousedata.com/firm/310443/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/310443

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.