Northpoint Financial Planning LLC
Northpoint Financial Planning LLC (CRD# 146980) is a financial advisory firm headquartered in Delaware, OH. They manage $40,000,000 in 279 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management40MILLION
-
Total Number of Accounts279ACCOUNTS
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Average Account Value$143,369
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC, OH
Financial Advisors at Northpoint Financial Planning LLC
1
Paul Pfeiffer (CRD# 2094381) is an Investment Advisor Representative working at Northpoint Financial Planning LLC in Delaware, OH and has over 30 years of experience in the finance industry.
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