# NGP FINANCIAL PLANNING, LLC

NGP FINANCIAL PLANNING, LLC is an other.

## Overview

- **Organization type:** other
- **Assets under management:** Undisclosed
- **Website:** https://ngpfinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/mpolicar

## Regulatory record

- **CRD number:** 310443
- **SEC file number:** 801-131851
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/310443

## About

NGP Financial Planning focuses on financial planning for employees of publicly traded companies with stock-based compensation. They help clients make sense of employee benefits and company stock awards such as RSUs, including tax decisions and vesting schedules. The firm serves busy employees at large businesses who earn a significant portion of their income from company stock, and does not administer 401(k) plans or sell insurance.

## Questions

### Who runs investment decisions at NGP Financial Planning?

No principals or investment decision-makers are named in any public record. The firm has no disclosed leadership team or advisory personnel.

### What investment strategy does NGP Financial Planning pursue?

No investment strategy, sector focus, or asset class preference has been disclosed by the firm. Without primary source materials, its approach is unknown.

### Where is NGP Financial Planning headquartered?

The firm's physical address is not available in public records. No city, state, or country of operations has been verified.

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Last updated: 2026-08-11T15:07:34.613Z

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