# Van DER Noord Financial Advisors, Inc.

> Van DER Noord Financial Advisors, Inc. is an SEC-registered investment advisory firm in Greer, SC, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 14, 2026.

- CRD: 135556
- Filed as: VAN DER NOORD FINANCIAL ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Greer, SC
- Filing period: October 2026
- Form ADV filing dated: January 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/135556
- AdvisorCensus page: https://advisorcensus.com/firm/van-der-noord-financial-advisors-inc-greer-sc-135556

## Quick answers

**How is Van DER Noord Financial Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Van DER Noord Financial Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Van DER Noord Financial Advisors, Inc. located?**
Van DER Noord Financial Advisors, Inc.'s principal office is in Greer, SC, according to its Form ADV; the February 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Van DER Noord Financial Advisors, Inc. registered with the SEC or a state?**
Van DER Noord Financial Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 135556.

**How much does Van DER Noord Financial Advisors, Inc. manage?**
Van DER Noord Financial Advisors, Inc. reports $152,009,062 in regulatory assets under management in its Form ADV filing dated January 14, 2026 (98% discretionary).

**How have Van DER Noord Financial Advisors, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Van DER Noord Financial Advisors, Inc.: Regulatory assets under management: $118,902,716 in the October 2021 data and $152,009,062 in the October 2026 data, up 28%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Van DER Noord Financial Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (68); high net worth individuals (58).

**Which custodians does Van DER Noord Financial Advisors, Inc. use?**
Van DER Noord Financial Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Van DER Noord Financial Advisors, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/135556

**What changed in Van DER Noord Financial Advisors, Inc.'s recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $133,823,592 to $152,009,062 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 14, 2026)

- Minimum annual fee: None

> There is no minimum annual fee for any account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $152,009,062
- Discretionary: $148,699,943
- Non-discretionary: $3,309,119

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 68 | $24,896,711 |
| High net worth individuals | 58 | $123,605,631 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $3,309,119 |
| Charitable organizations | Fewer than 5 | $197,601 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2021 (5 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, NC, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the February 2026 filing
- Clemson, SC

### Websites listed on Form ADV (Item 1.I)
- vandernoordfinancial.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $118,902,716 | 4 | March 1, 2021 |
| October 2022 | $126,856,206 | 4 | February 24, 2022 |
| October 2023 | $107,554,692 | 4 | September 13, 2023 |
| October 2024 | $119,555,053 | 4 | January 15, 2024 |
| October 2025 | $133,823,592 | 4 | January 22, 2025 |
| October 2026 | $152,009,062 | 4 | January 14, 2026 |

Regulatory assets under management: $118,902,716 in the October 2021 data and $152,009,062 in the October 2026 data, up 28%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $133,823,592 to $152,009,062 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Van DER Noord Financial Advisors, Inc. (CRD 135556): Form ADV filing data as of October 2026.