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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Paladin Research Report For:

Richard Van Der Noord

Van Der Noord Financial Advisors, Inc.

I. Snapshot

A. Registry Member
  • Since 2005
B. Years of Experience
  • 33
C. College Degrees
  • North Georgia Military College - BBA-Finance
D. Certifications
  • CFP®
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    Our philosophy is embodied in a quote from Zig Ziglar: "You can have anything in life you want if you help enough other people get what they want." Life is not a dress rehearsal. You must get it right the first time. We are passionate about helping you live your BEST life. Helping you achieve COMFORT with CONFIDENCE is what we do best. Money alone does not bring happiness. However, when money is coupled with a sound financial plan, the result is a life full of meaning, purpose, clarity, and direction. Experience financial planning done right!

G. Asset Requirement
  • $250,000

II. Contact Information

A. Key Contact
B. Main Location
  • The Village at Thornblade
    420 The Parkway
    Greenville, South Carolina, 29650
C. Telephone
  • 864.801.1977

III. Internet

IV. Firm(s)

A. Name of Firm
  • Van Der Noord Financial Advisors, Inc.
B. Relationship to Firm
  • Owner
C. Name of RIA
  • Van Der Noord Financial Advisors, Inc.
D. Name of Broker/Dealer
  • None
E. Name(s) of Custodian(s)
  • TD Ameritrade Institutional

V. Credentials

A. Years of Financial Experience
  • 33 Years
B. College, Degrees, Years
  • North Georgia Military College - BBA-Finance
C. Current Certifications
D. Financial Industry Associations (Active Memberships)
  • Financial Planning Association

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • RIA
B. Type of RIA Registration
  • State - South Carolina
C. Industry Licenses
  • Other
D. Registration & License Numbers
  • CRD: 1678571
  • IARD: None
  • Insurance: None
E. State Licences
  • Financial Advice, Services for Fees: See List
    • Colorado
    • Florida
    • Georgia
    • Kentucky
    • North Carolina
    • South Carolina
    • Tennessee
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Not Applicable
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • None
J. View our ADV(s)
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    Our philosophy is embodied in a quote from Zig Ziglar: "You can have anything in life you want if you help enough other people get what they want." Life is not a dress rehearsal. You must get it right the first time. We are passionate about helping you live your BEST life. Helping you achieve COMFORT with CONFIDENCE is what we do best. Money alone does not bring happiness. However, when money is coupled with a sound financial plan, the result is a life full of meaning, purpose, clarity, and direction. Experience financial planning done right!

B. Minimum Asset Requirement
  • $250,000
C. Number of Current Clients
  • 80
D. Assets (Management, Advisement)
  • $91,000,000
E. Methods of Compensation
  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
F. Methods of Communication
  • Face-to-Face Meetings
  • Telephone
  • Email
  • Skype/Voice
G. Types of Reports (Frequency)
  • Performance (Quarterly)
  • Brokerage Statement (Monthly)
  • Newsletters (Semi-Annually)
  • Other: E-memos sent out monthly
H. Second Language(s)
  • None
I. Value Statement
  • View Value Statement
    We utilize a patented Goals-Based Wealth Management process that completely integrates the planning process and the investment process together to provide concrete and actionable advice in real time so that our clients live their BEST lives with CONFIDENCE. This is the future of Advisory Services.

VIII. Clients & Services

A. Types of Clients
  • Individuals & Couples (Working)
  • Individuals & Couples (Retired)
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
  • Other
C. Discretionary Asset Management
  • Yes
D. Limited Engagement Services
  • Planning Only
  • Financial Plan Reviews
  • Investment Portfolio Reviews
  • We offer several service packages for just the right fit.

IX. Certification

Advisor Name
  • Richard Van Der Noord
Most Recent Update:
  • Jun 14, 2018

Email Advisor

Other

Comprehensive Goals-Based Wealth Managment