NPF Investment Advisors at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 11 advisors are listed here; 7 of 11 hold the CFA.
- Its Form ADV reports 18 employees and 938 individual clients, 537 of them high net worth.
- Its average account is about $832,000 (assets it manages divided by its 3,233 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Grand Rapids, Michigan |
|---|---|
| Website | npfinvest.com |
| [email protected] | |
| Phone | (616) 459-3421 |
Questions about NPF Investment Advisors
How much does NPF Investment Advisors charge?
NPF Investment Advisors publishes these prices: asset-based fee: 0.9% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
How is NPF Investment Advisors paid?
NPF Investment Advisors's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does NPF Investment Advisors have in the Wellspent public graph?
The Wellspent public graph lists 11 advisors at NPF Investment Advisors, and 7 hold the CFA.
What is the average account at NPF Investment Advisors?
NPF Investment Advisors's average account is about $832,000. That's the assets on its Form ADV divided by its 3,233 accounts.
What does NPF Investment Advisors specialize in?
NPF Investment Advisors's advisors and website list retirement planning, estate & legacy planning and tax planning.
NPF Investment Advisors fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.9% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"First $2 Million 0.90%" source
"First $2 Million 0.90% Next $3 Million 0.75% Over $5 Million 0.55%" source
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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $2.7 billion |
| Individual clients | 401 |
| High-net-worth clients | 537 |
| Accounts managed | 3,233 |
| Employees | 18 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-3475) |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 104683 |