Decisionpoint Financial, LLC

Decisionpoint Financial, LLC (CRD# 296988) is a financial advisory firm headquartered in Mesa, AZ. They manage $689,179,776 in 920 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    689
    MILLION
  • Total Number of Accounts
    920
    ACCOUNTS
  • Average Account Value
    $749,108
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, AZ, CA, TX, UT, WA

Financial Advisors at Decisionpoint Financial, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Matthew J. Daley
CRD#: 6505678
2812 North Norwalk, Suite 116, Mesa, AZ 85215

Matthew Daley (CRD# 6505678) is an Investment Advisor Representative working at Decisionpoint Financial, LLC in Mesa, AZ and has over 6 years of experience in the finance industry.

2
Curtis J. Harrison, CFP®
CRD#: 6308250
2812 North Norwalk, Suite 116, Mesa, AZ 85215
Curtis Harrison (CRD# 6308250) is an Investment Advisor Representative working at Arista Wealth Management, LLC in Mesa, AZ and has over 2 years of experience in the finance industry.
3
Scott J. Johnson
CRD#: 2366054
2812 North Norwalk, Suite 116, Mesa, AZ 85215

Scott Johnson (CRD# 2366054) is an Investment Advisor Representative working at Decisionpoint Financial, LLC in Mesa, AZ and has over 24 years of experience in the finance industry.

4
Brett E. Adams
CRD#: 7099864
2812 North Norwalk, Suite 116, Mesa, AZ 85215

Brett Adams (CRD# 7099864) is an Investment Advisor Representative working at Decisionpoint Financial, LLC in Mesa, AZ and has over 3 years of experience in the finance industry.

5
Devin R. Miller
CRD#: 7438680
2812 North Norwalk, Suite 116, Mesa, AZ 85215

Devin Miller (CRD# 7438680) is an Investment Advisor Representative working at Decisionpoint Financial, LLC in Mesa, AZ and has over 2 years of experience in the finance industry.

6
Chadd S. Peachey
CRD#: 7131539
5727 Baker Way Nw, Suite 107, Gig Harbor, WA 98332

Chadd Peachey (CRD# 7131539) is an Investment Advisor Representative working at Decisionpoint Financial, LLC in Gig Harbor, WA and has over 4 years of experience in the finance industry.

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