Michael Policar
NGP Financial Planning · Sammamish, Washington
Michael Policar is a fee-only financial advisor at NGP Financial Planning in Sammamish, Washington. NGP Financial Planning reports charging a percentage of assets on its Form ADV.
Request an introduction to Michael →
Facts
| Firm | NGP Financial Planning |
|---|---|
| Based in | Sammamish, Washington |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $124.7M across 223 accounts |
| SEC registration | Investment adviser representative in AZ, CA, TX, WA · CRD 6074746 |
| Exams passed | Series 66 (2012) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.ngpfinancialplanning.com |
| Profile |
How Michael's firm compares
- NGP Financial Planning's average account is about $559,000, from its Form ADV (assets managed divided by 223 accounts).
Request an introduction to Michael
Tell Michael a little about what you're looking for. Michael isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Michael
Is Michael Policar a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and NGP Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, NGP Financial Planning, reports charging a percentage of assets on its SEC Form ADV.
Where is Michael Policar based?
Michael Policar is based in Sammamish, Washington.
Is Michael Policar registered with the SEC?
Yes. Michael Policar is registered as an investment adviser representative in AZ, CA, TX and WA (CRD 6074746), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does NGP Financial Planning manage?
NGP Financial Planning reports $124.7M across 223 accounts in assets under management.
How do I contact Michael Policar?
Through Michael's website, www.ngpfinancialplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.