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Gregory Woods

2 Years of Experience
Shrewsbury, NJ

Gregory Woods is a registered investment advisor at Nppg Plan Professionals, LLC, based in Shrewsbury, NJ, with 2 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 53 clients with $4.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$4.5B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

494 Sycamore Avenue, Suite 100, Shrewsbury, NJ, 07702

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Nppg Plan Professionals, LLC
April 2023 - Present · 3 yrs
State Registrations2 states
PATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.