Van Der Noord Financial Advisors provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Van Der Noord Financial Advisors reports 126 clients. They include 68 individual clients and 58 high-net-worth individuals. Of its assets, 97.8% ($149M across 371 accounts) are managed with discretion; $3.31M across 1 account is not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 54% | 16% |
| High-net-worth individuals | 46% | 81% |
| Pension and profit-sharing plans | Fewer than 5 | 2% |
| Charitable organizations | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 68 | $24.9M | 16.4% | $366K |
| High-net-worth individuals | 58 | $124M | 81.3% | $2.13M |
| Pension and profit-sharing plans | Fewer than 5 | $3.31M | 2.2% | — |
| Charitable organizations | Fewer than 5 | $198K | 0.1% | — |
| Total | 126 | $152M | 100% | — |
- Clients
- 68
- Regulatory AUM
- $24.9M
- AUM share
- 16.4%
- Avg. per client
- $366K
- Clients
- 58
- Regulatory AUM
- $124M
- AUM share
- 81.3%
- Avg. per client
- $2.13M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.31M
- AUM share
- 2.2%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $198K
- AUM share
- 0.1%
- Avg. per client
- —
Total
- Clients
- 126
- Regulatory AUM
- $152M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Van Der Noord Financial Advisors charges 0.00%–1.30% a year for its Portfolio Management and Ongoing Financial Advisory Fees. Each asset band is charged at its own rate. The brochure also prices 3 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 1.30% |
| $500K–$1M | 1.20% |
| $1M–$2M | 1.10% |
| $2M–$2.25M | 0.60% |
| $2.25M and above | 0.00% |
Fee details and sources
Other fees
- Hourly Project Fees
- One-time projects may be billed at $250 an hour in fifteen-minute increments.
- Retirement Plan Advisory Services and Held Away Accounts
- Retirement plan advisory and held-away account fees are 0.65% on the first $500,000, 0.55% on the next $500,000, 0.45% on the next $2,000,000, and negotiable over $3,000,000.
- Service Level Retainer
- CONCIERGE clients pay an initial $5,000 retainer and $2,000 a year after that, waived for clients with over $3 million in billable assets.
Richard Vandernoord owns 75% or more of Van Der Noord Financial Advisors. The leadership team of Van Der Noord Financial Advisors includes President Richard Vandernoord. It has 4 employees, 2 of them in advisory roles.
Leadership
- Richard VandernoordPresident, Owner, CCO (08/2005)
- David GerdtShareholder
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Van Der Noord Financial Advisors, Inc.
Richard Vandernoord
Control person · since May 1997
- Owns 10% to 25% of Van Der Noord Financial Advisors, Inc.
David Gerdt
since July 2019
Van Der Noord Financial Advisors’ regulatory assets grew from $119M (March 2021) to $152M (January 2026); clients rose from 104 to 126 and employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| January 2026 | $152M | 126 | 4 | 2 |
| January 2025 | $134M | 126 | 4 | 2 |
| January 2024 | $120M | 141 | 4 | 2 |
| January 2023 | $108M | 146 | 4 | 2 |
| February 2022 | $127M | 116 | 4 | 2 |
| March 2021 | $119M | 104 | 4 | 2 |
Besides its headquarters, Van Der Noord Financial Advisors has 1 office, with 2 listed addresses in South Carolina.
South Carolina · 2 listed addresses
- The Village at Thornblade, 420 the Parkway, Suite G2, GreerHQ
- 145 Thomas Green BLVD., Clemson
Contact and registration details
- Legal name
- Van Der Noord Financial Advisors, Inc.
- Headquarters
- The Village at Thornblade, 420 the Parkway, Suite G2, Greer, SC 29650
- Website
- Not reported
- Phone
- 864-801-1977
- SEC file
- 801-120664
- Structure
- Georgia corporation
- Fiscal year end
- December
Van Der Noord Financial Advisors uses Charles Schwab ($124M) as custodian for its separately managed accounts. Van Der Noord Financial Advisors has custody of $135M in client assets for 108 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $124M100%
At year end, Van Der Noord Financial Advisors’ separately managed accounts were mostly in funds (100%).
What the accounts hold
- Funds100%
How many clients does Van Der Noord Financial Advisors have?
Van Der Noord Financial Advisors has 126 clients and manages $152 million for them, as of January 2026. They include 68 individual clients and 58 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 January 2026
What services does Van Der Noord Financial Advisors offer?
Van Der Noord Financial Advisors provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Van Der Noord Financial Advisors charge?
Van Der Noord Financial Advisors charges 0.00%–1.30% a year for its Portfolio Management and Ongoing Financial Advisory Fees. Each asset band is charged at its own rate.
Source: VAN DER NOORD FINANCIAL ADV 2A BROCHURE, filed 14 January 2026
Which custodians does Van Der Noord Financial Advisors use?
Van Der Noord Financial Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $124M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 January 2026
How many financial advisors does Van Der Noord Financial Advisors have?
Van Der Noord Financial Advisors has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Van Der Noord Financial Advisors invest in?
At the end of its last fiscal year, Van Der Noord Financial Advisors’ separately managed accounts held 100% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Van Der Noord Financial Advisors?
Van Der Noord Financial Advisors’ direct owners are Richard Vandernoord (75% or more) and David Gerdt (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 14 January 2026
How does Van Der Noord Financial Advisors get paid?
Van Der Noord Financial Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Van Der Noord Financial Advisors?
Van Der Noord Financial Advisors’ main office is at The Village at Thornblade, 420 the Parkway, Suite G2, Greer, SC 29650. Its phone number is 864-801-1977.