NorthPoint Financial Planning LLC
Maineville, Ohio
NorthPoint Financial Planning LLC at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 170 individual clients, 64 of them high net worth.
- Its average account is about $205,000 (assets it manages divided by its 268 accounts).
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Maineville, Ohio |
|---|---|
| Website | northpointfinancialplanning.com |
| [email protected] | |
| Phone | (776) 787-9333 |
Questions about NorthPoint Financial Planning LLC
How is NorthPoint Financial Planning LLC paid?
NorthPoint Financial Planning LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does NorthPoint Financial Planning LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at NorthPoint Financial Planning LLC.
What is the average account at NorthPoint Financial Planning LLC?
NorthPoint Financial Planning LLC's average account is about $205,000. That's the assets on its Form ADV divided by its 268 accounts.
What does NorthPoint Financial Planning LLC specialize in?
NorthPoint Financial Planning LLC's advisors and website list retirement planning, estate & legacy planning and tax planning.
NorthPoint Financial Planning LLC fees
NorthPoint Financial Planning LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $55 million |
| Individual clients | 106 |
| High-net-worth clients | 64 |
| Accounts managed | 268 |
| Employees | 2 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | June 25, 2026 |
| SEC record | CRD 146980 |
Advisors at this firm (1)
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