Frederick Krokenberger
Factorpoint Planning · Naples, Florida
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.
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Facts
| Firm | Factorpoint Planning |
|---|---|
| Based in | Naples, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $287.9M across 565 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, MA, NY, TX · CRD 1161243 |
| Exams passed | Series 63 (1984) · Series 65 (2018) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.factorplanning.com |
How Frederick's firm compares
- Factorpoint Planning's average account is about $510,000, from its Form ADV (assets managed divided by 565 accounts).
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Questions about Frederick
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.
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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