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 is an independent registered investment adviser that provides discretionary asset management and, when requested, financial planning to individuals, trusts, estates, charitable organizations and business entities. The firm reports approximately $124.7 million in discretionary assets across about 75 client relationships and does not participate in sponsored wrap-fee programs. Portfolios are constructed based on clients’ goals, time horizons and risk tolerances gathered via interviews and questionnaires, with implementation informed by modern portfolio theory alongside quantitative and qualitative analysis. The firm uses a wide range of instruments — including mutual funds, ETFs, closed-end funds, structured notes, options and, in some accounts, margin — and conducts regular (typically quarterly) account reviews. Distinctive features include explicit use of defensive option strategies and access to alternative or private securities that may require independent pricing, and its practice of reporting custody in limited cases where clients grant standing transfer authority (SLOA) in accordance with SEC guidance. The firm provides financial planning at no additional charge to asset-management clients, operates a negotiable asset‑based fee schedule, recommends a single major custodian while disclosing indirect benefits received, and does not vote proxies on clients’ behalf.

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.

Name	Location	Years of experience
Michael Policar	Sammamish, WA	14

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