Brett Adams
Decisionpoint Financial · Mesa, Arizona
Brett Adams is a fee-only financial advisor at Decisionpoint Financial in Mesa, Arizona. Decisionpoint Financial reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Decisionpoint Financial |
|---|---|
| Based in | Mesa, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $1.22B across 1,853 accounts |
| SEC registration | Investment adviser representative in AZ, WA · CRD 7099864 |
| Exams passed | Series 65 (2020) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.dp457b.com |
How Brett's firm compares
- Decisionpoint Financial's average account is about $661,000, from its Form ADV (assets managed divided by 1,853 accounts).
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Questions about Brett
Is Brett Adams a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brett holds no broker registration, and Decisionpoint Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brett charge for financial advice?
Brett's firm, Decisionpoint Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Brett Adams based?
Brett Adams is based in Mesa, Arizona.
Is Brett Adams registered with the SEC?
Yes. Brett Adams is registered as an investment adviser representative in AZ and WA (CRD 7099864), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Decisionpoint Financial manage?
Decisionpoint Financial reports $1.22B across 1,853 accounts in assets under management.
How do I contact Brett Adams?
Through Brett's website, www.dp457b.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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