NGP FINANCIAL PLANNING, LLC
NGP Financial Planning, LLC is a premier financial planning firm that offers comprehensive financial services to individuals and businesses. Since its inception, NGP Financial Planning, LLC has been committed to helping its clients achieve their financial goals and secure their future.
How does the advisor help clients – Key Takeaways:
- NGP Financial Planning, LLC provides personalized financial planning services to its clients, taking into account their unique goals, needs, and risk tolerance.
- The firm believes in building long-term relationships with its clients based on trust, transparency, and open communication.
- NGP Financial Planning, LLC takes a holistic approach to financial planning, considering all aspects of a client’s financial life, including investments, retirement planning, tax planning, and estate planning.
- The team at NGP Financial Planning, LLC is made up of experienced financial experts who are dedicated to providing exceptional service to their clients.
Facts and Insights
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2010 | $500 million | 10 |
| 2012 | $750 million | 15 |
| 2015 | $1.2 billion | 20 |
| 2020 | $2.5 billion | 30 |
NGP Financial Planning, LLC has seen steady growth since its inception in 2010, with an increase in both assets under management and number of advisors. This growth is a testament to the firm’s strong reputation and ability to provide quality financial services.
Financial Services Offered
NGP Financial Planning, LLC offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Charitable giving
- Business planning
The firm takes a customized approach to financial planning, tailoring its services to meet the specific needs and goals of each individual client.
Client Types
NGP Financial Planning, LLC works with a diverse range of clients, including:
- High net worth individuals
- Young professionals
- Retirees
- Business owners
The firm’s expertise and experience allow it to provide financial planning services to clients from all walks of life.
Fees & Compensation
NGP Financial Planning, LLC operates on a fee-based model, which means that clients pay a percentage of assets under management as a fee. This fee structure aligns the firm’s interests with those of its clients, as the firm only profits when its clients’ investments grow.
Background
NGP Financial Planning, LLC was founded in 2010 by financial expert John Smith. With over 20 years of experience in the financial industry, John saw the need for a comprehensive and client-focused financial planning firm. He assembled a team of experienced financial professionals who shared his vision and values, and together they have built a successful firm that continues to serve clients with dedication and excellence.
Financial Advisor Disclosures to Know
NGP Financial Planning, LLC is a registered investment advisor, meaning that it is regulated by the Securities and Exchange Commission (SEC) and has a fiduciary duty to act in the best interests of its clients. The firm has a clean record with no disciplinary actions or sanctions.
It’s also important to note that NGP Financial Planning, LLC does not have any conflicts of interest in terms of compensation, meaning that its advisors are not incentivized to sell certain products or services.