Van Der Noord Financial Advisors, Inc. fees and pricing
Financial planner in Greer, South Carolina. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 14, 2026, Van Der Noord Financial Advisors, Inc. charges $250 an hour and an annual fee of $2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 14, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“In such a circumstance, an hourly rate of $250 is billed in fifteen-minute increments.”
- Annual fee
- $2,000/yr
“The initial retainer fee for this service is $5,000, with an annual retainer of $2,000 for subsequent years.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Van Der Noord Financial Advisors, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If management begins after the start of a quarter, fees will be prorated accordingly.”
- “In addition to portfolio management and ongoing financial advisory assetbased fees, clients that select the CONCIERGE arrangement will pay an initial and ongoing annual retainer fee.1 The retainer fee is charged quarterly, in advance.”
- “Clients are provided a fee invoice which is payable upon receipt.”
How Van Der Noord Financial Advisors, Inc.’s fees compare
- Its hourly rate of $250 matches the South Carolina median of $250. 36% of the 69 other South Carolina planners that publish an hourly rate charge less.
- Its annual fee of $2,000 is below the South Carolina median of $5,000. 23% of the 22 other South Carolina planners that publish an annual fee charge less.
About Van Der Noord Financial Advisors, Inc.
“Making recommendations to help achieve retirement plan goals and objectives;”
- Principal: Der Noord
- Firm size: 4 employees.
- Credentials named in the brochure: CFP® and CFA.
- Founded: 1997 (29 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Insurance analysis
- Cash flow and budgeting
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
- 1.3% a year
- Clients
- 126
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $152,009,062
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 135556
- Phone
- (864) 801-1977
Can advise clients in 4 states: Georgia, North Carolina, South Carolina, Texas
Other planners in Greer that publish fees
- Anderson Wealth Management, Inc.Greer$350/hr, $1,500-$10,000
- Angelroyce Wealth Advisors, LLCGreer$500-$2,500
- 133 LegacyCampobello$10,000
- A To Z Asset Advisors, LLCAiken$250/hr, $250
- Abacus Planning Group, Inc.Columbia$8,000-$200,000
- Active Lifestyle Financial PlanningCharleston$1,000, $4,800-$30,000/yr
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.