NPF Investment Advisors fees and pricing
Financial planner in Grand Rapids, Michigan. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 26, 2026, NPF Investment Advisors charges $250-$500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250-$500/hr
“While fees vary based on the complexity of the plan or project and the range of services we are retained to provide, our hourly rate ranges from $250 to $500 per hour, based on the complexity of the work involved.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How NPF Investment Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Depending on the particular arrangement with each client, we send clients an invoice to pay by check or directly debit their custodial accounts for portfolio management fees.”
- “Fees are payable as services are performed.”
- “We may require an advance deposit, and the balance becomes due and payable upon completion of the service.”
How NPF Investment Advisors’ fees compare
- Its hourly rate of $250-$500 is above the Michigan median of $250. 84% of the 170 other Michigan planners that publish an hourly rate charge less.
- 6 of the 9 other planners in Grand Rapids that publish an hourly rate charge less.
About NPF Investment Advisors
- Firm size: 18 employees.
- Credentials named in the brochure: CFP® and CFA.
- Registered as an adviser: 1984 (42 years).
Planning areas mentioned in the brochure
- Retirement planning
- College planning
- Equity compensation
- Social Security
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.9% a year
- Minimum
- $10,000 minimum fee (stated in brochure)
- Clients
- 938
- Employees
- 18
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and other services
- Assets managed
- $2,691,127,889
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 104683
- Phone
- (616) 459-3421
Can advise clients in 25 states: Arkansas, Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Louisiana, Massachusetts, Michigan, North Carolina, New Hampshire, New Jersey, New Mexico, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Wisconsin
Other planners in Grand Rapids that publish fees
- Advance Wealth Management Service, LLCGrand Rapids$300/hr, $5,000
- Advisory Advocates LLCGrand Rapids$250-$1,500
- Blue Water Asset ManagementGrand Rapids$165-$275/hr, $500-$5,000
- Fiduciary Financial AdvisorsGrand Rapids$500/hr, $7,200-$50,000/yr
- Financial Advisory CorporationGrand Rapids$19,000/yr
- Hill Island Financial LLCGrand Rapids$1,500-$15,000, $375-$1,000/mo
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.