NPV Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$0
Clients
0
Advisors
1
of 1 employees
About
NPV Advisory Services serves individuals, business entities, trusts, and both qualified and non‑qualified retirement plans, offering fee‑only financial planning and investment advisory services without accepting commissions. The firm places particular emphasis on retirement plan design, analysis and implementation and provides consulting support to plan sponsors as part of its service offering.
Its investment approach is grounded in strategic asset allocation informed by modern portfolio theory and a preference for low‑cost vehicles such as institutional share classes, exchange‑traded funds, and separately managed accounts. Financial planning is treated as the overarching framework—cash reserves, tax and estate considerations, and risk tolerance are evaluated before investment recommendations—and the firm does not trade with discretion, so clients authorize transactions.
Compared with many independent advisers, the firm is notable for working with pension and profit‑sharing plan clients, providing defined‑benefit plan consulting and offering participant education and seminars. The firm operates as a fee‑only fiduciary (having adopted Real Fiduciary Practices), does not take custody of client assets, and its principal holds CFP and CRPS credentials plus a law degree, reflecting a focus on plan design, compliance, and education rather than discretionary portfolio management for individual accounts.
Client services
Expertise
Fee options
Hourly fees are charged for financial planning, financial analysis, management consulting, retirement plan design and analysis. Specific hourly rates are not clearly stated in the brochure.
Fee-only: Fee-only financial planning and investment advisory (no commissions charged). Fees are based on financial planning complexity and scope; typical fees are charged monthly or for the dedicated advisory contract mid-month for two weeks of work, billed monthly.
Main office
1202 N. Tennessee Street, Suite 303
Cartersville GA 30120
Advisors at this office
1
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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