# Frederick Krokenberger

> Frederick Krokenberger is a fee-only financial advisor at Factorpoint Planning in Naples, Florida, who holds the CFP credential. Factorpoint Planning reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/frederick-krokenberger/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Factorpoint Planning
- **Based in:** Naples, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $287.9M across 565 accounts
- **Credentials:** CFP
- **CRD:** 1161243 (https://adviserinfo.sec.gov/individual/summary/1161243)
- **SEC registration:** Investment adviser representative in FL, MA, NY, TX
- **Exams passed:** Series 63 (1984), Series 65 (2018)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.factorplanning.com

## Frequently asked questions

### Is Frederick Krokenberger a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Frederick holds no broker registration, and Factorpoint Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Frederick charge for financial advice?

Frederick's firm, Factorpoint Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Frederick Krokenberger based?

Frederick Krokenberger is based in Naples, Florida.

### What credentials does Frederick Krokenberger hold?

Frederick Krokenberger holds the CFP credential.

### Is Frederick Krokenberger registered with the SEC?

Yes. Frederick Krokenberger is registered as an investment adviser representative in FL, MA, NY and TX (CRD 1161243), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Factorpoint Planning manage?

Factorpoint Planning reports $287.9M across 565 accounts in assets under management.

### How do I contact Frederick Krokenberger?

Through Frederick's website, www.factorplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1161243): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.