A complete list of active advisors currently associated with NGP Financial Planning, LLC

Warmer can help you find a great advisor at NGP Financial Planning, LLC or one who fits your needs even better.

NGP Financial Planning, LLC provides discretionary asset management and, when appropriate, financial planning to individuals, trusts, estates, charitable organizations and business entities. The firm reports $124,720,607 in discretionary assets under management across about 75 client relationships and generally charges percentage‑of‑AUM advisory fees. The firm tailors portfolios to client goals, time horizons and risk tolerance gathered through interviews, questionnaires and a client profile, and acts with discretionary authority to implement investment programs. Portfolios may include stocks, bonds, ETFs, mutual funds, closed‑end funds, structured notes, options and margin, and the firm discloses use of defensive option strategies alongside quantitative and qualitative analysis, modern portfolio theory and charting. Noteworthy features include the firm’s relatively large AUM relative to its client count, which implies higher average account sizes compared with many peers, and the routine inclusion of defensive option strategies and margin in portfolio management. The firm principal directly oversees trading and compliance, the firm provides financial planning to asset‑management clients at no additional cost, reports custody only for client‑authorized standing limited power‑of‑attorney arrangements, does not vote client proxies, and has no disciplinary history or other industry affiliations.

To learn more about the advisors currently working at NGP Financial Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.