Firm
NGP Financial Planning
Sammamish, Washington
Fee-only
NGP Financial Planning at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 75 individual clients, 30 of them high net worth.
- Its average account is about $559,000 (assets it manages divided by its 223 accounts).
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Sammamish, Washington |
|---|---|
| Website | ngpfinancialplanning.com |
| Phone | (425) 444-6715 |
NGP Financial Planning fees
NGP Financial Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $125 million |
| Individual clients | 45 |
| High-net-worth clients | 30 |
| Accounts managed | 223 |
| Employees | 1 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-131851) |
| Financial planning | Offered |
| Form ADV filed | September 10, 2026 |
| SEC record | CRD 310443 |