# Daniel Lupo

> Daniel Lupo is a fee-only financial advisor at NPF Investment Advisors in Grand Rapids, Michigan, who holds the CFA credential. NPF Investment Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/daniel-lupo/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** NPF Investment Advisors
- **Based in:** Grand Rapids, Michigan
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $2.69B across 3,233 accounts
- **Credentials:** CFA
- **CRD:** 6723031 (https://adviserinfo.sec.gov/individual/summary/6723031)
- **SEC registration:** Investment adviser representative in MI
- **Firm size:** 18 employees
- **Disclosures:** None reported
- **Website:** http://www.norrisperne.com

## Frequently asked questions

### Is Daniel Lupo a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and NPF Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Daniel charge for financial advice?

Daniel's firm, NPF Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Daniel Lupo based?

Daniel Lupo is based in Grand Rapids, Michigan.

### What credentials does Daniel Lupo hold?

Daniel Lupo holds the CFA credential.

### Is Daniel Lupo registered with the SEC?

Yes. Daniel Lupo is registered as an investment adviser representative in MI (CRD 6723031), per SEC Investment Adviser Public Disclosure data as of October 29, 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 Daniel Lupo?

Through Daniel's website, www.norrisperne.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6723031): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.