Paul Pfeiffer
NorthPoint Financial Planning LLC · Maineville, Ohio
Paul Pfeiffer is a fee-only financial advisor at NorthPoint Financial Planning LLC in Maineville, Ohio, who holds the CFP and MBA credentials. Paul focuses on retirement planning, estate & legacy planning and tax planning. NorthPoint Financial Planning LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Founders
- Mid-life transitions
Facts
| Firm | NorthPoint Financial Planning LLC |
|---|---|
| Based in | Maineville, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $55M across 268 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in NC, OH · CRD 2094381 |
| Exams passed | Series 63 (1993) · Series 66 (2007) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | northpointfinancialplanning.com |
| Profile |
How Paul's firm compares
- NorthPoint Financial Planning LLC's average account is about $205,000, from its Form ADV (assets managed divided by 268 accounts).
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Questions about Paul
Is Paul Pfeiffer a fee-only financial advisor?
Yes. Paul Pfeiffer is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Paul's firm.
How does Paul charge for financial advice?
Paul's firm, NorthPoint Financial Planning LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Paul Pfeiffer based?
Paul Pfeiffer is based in Maineville, Ohio.
What does Paul specialize in?
Paul's specialties include retirement planning, estate & legacy planning and tax planning. Paul works with retirees, pre-retirees, founders and mid-life transitions.
What credentials does Paul Pfeiffer hold?
Paul Pfeiffer holds the CFP and MBA credentials.
Is Paul Pfeiffer registered with the SEC?
Yes. Paul Pfeiffer is registered as an investment adviser representative in NC and OH (CRD 2094381), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does NorthPoint Financial Planning LLC manage?
NorthPoint Financial Planning LLC reports $55M across 268 accounts in assets under management.
How do I contact Paul Pfeiffer?
Through Paul's website, northpointfinancialplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- NorthPoint Financial Planning LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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