Action Point Financial Planning, LLC

Action Point Financial Planning, LLC (CRD# 172103) is a financial advisory firm headquartered in , . They manage $20,000,000 in 77 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    77
    ACCOUNTS
  • Average Account Value
    $259,740
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Action Point Financial Planning, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Benjamin VerWys
CRD#: 4700034
99 Monroe Ave NW, Grand Rapids, MI 49503
100
Wealthminder
score

Benjamin VerWys (CRD# 4700034) is the Co-Founder and Senior Financial Advisor at Action Point Financial Planning, LLC in Grand Rapids, MI and has over 9 years of experience in the finance industry.

2
Robert J. Ellinger
CRD#: 6768282
Grand Rapids, MI
87
Wealthminder
score

Robert Ellinger (CRD# 6768282) is an Investment Advisor Representative working at Action Point Financial Planning, LLC in Grand Rapids, MI and has 1 year of experience in the finance industry.

3
Andrew M. Howard
CRD#: 6745493
Grand Rapids, MI
87
Wealthminder
score

Andrew Howard (CRD# 6745493) is an Investment Advisor Representative working at Action Point Financial Planning, LLC in Grand Rapids, MI and has 1 year of experience in the finance industry.

4
Lucinda J. Shair
CRD#: 6735386
Grand Rapids, MI
87
Wealthminder
score

Lucinda Shair (CRD# 6735386) is an Investment Advisor Representative working at Action Point Financial Planning, LLC in Grand Rapids, MI and has 1 year of experience in the finance industry.

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