Dan Michaud
NPF Investment Advisors · Grand Rapids, Michigan
Dan Michaud is a fee-only financial advisor at NPF Investment Advisors in Grand Rapids, Michigan, who holds the CFP credential. Dan charges a percentage of assets (0.9% a year on the first tier of assets managed) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Executives
Facts
| Firm | NPF Investment Advisors |
|---|---|
| Based in | Grand Rapids, Michigan |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.9% a year on the first tier of assets managed |
| Assets under management | $2.69B across 3,233 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI · CRD 6493927 |
| Exams passed | Series 66 (2016) · Series 63 (2016) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | npfinvest.com |
How Dan's firm compares
- NPF Investment Advisors's average account is about $832,000, from its Form ADV (assets managed divided by 3,233 accounts).
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Questions about Dan
Is Dan Michaud a fee-only financial advisor?
Yes. Dan Michaud is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Dan's firm.
How does Dan charge for financial advice?
Dan charges a percentage of assets.
How much does Dan charge?
According to NPF Investment Advisors's website, checked October 28, 2026: 0.9% a year on the first tier of assets managed.
Where is Dan Michaud based?
Dan Michaud is based in Grand Rapids, Michigan.
What does Dan specialize in?
Dan's specialties include retirement planning, estate & legacy planning and tax planning. Dan works with retirees, pre-retirees and executives.
What credentials does Dan Michaud hold?
Dan Michaud holds the CFP credential.
Is Dan Michaud registered with the SEC?
Yes. Dan Michaud is registered as an investment adviser representative in MI (CRD 6493927), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does NPF Investment Advisors manage?
NPF Investment Advisors reports $2.69B across 3,233 accounts in assets under management.
How do I contact Dan Michaud?
Through Dan's website, npfinvest.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- NPF Investment Advisors website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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