VAN DER NOORD FINANCIAL ADVISORS, INC.
  • VAN DER NOORD FINANCIAL ADVISORS, INC.
  • SP INVESTMENT PLANNERS

Adviser Profile

As of Date 01/14/2026
Registration SEC, Approved, 03/31/2021
Other registrations (4)
ADV Location GREER, SC, United States
Contact Info 864 xxxxxxx
Websites
AUM* 152,009,062 27%
of that, discretionary 148,699,943 29%
Number of Employees 4
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 408,627 18%
% High Net Worth 44.27% 50%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

149M 127M 106M 85M 64M 42M 21M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser DIVERSIFY WEALTH MANAGEMENT LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM540.2m #Funds-
Adviser WEALTH MANAGEMENT GROUP Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM103.1m #Funds-
Adviser ASPEN WEALTH STRATEGIES, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM312.2m #Funds-
Adviser PINNACLE PEAK PRIVATE CLIENT GROUP, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM481.1m #Funds-
Adviser WAGNER PLANNING Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM144.7m #Funds-
Adviser HICKORY ASSET MANAGEMENT, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM249.3m #Funds-
Adviser GOLDSTEIN ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM1.1b #Funds-
Adviser VITAL WEALTH MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM300.8m #Funds-
Adviser LARSON FINANCIAL PLANNING INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM185.6m #Funds-
Adviser VOISARD ASSET MANAGEMENT GROUP Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM589.4m #Funds-