Fort Point Capital Partners LLC

Fort Point Capital Partners LLC (CRD# 146759) is a financial advisory firm headquartered in San Francisco, CA. They manage $471,481,150 in 841 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    471
    MILLION
  • Total Number of Accounts
    841
    ACCOUNTS
  • Average Account Value
    $560,620
Compensation Options
  • A percentage of assets under your management
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
  • Selection of other advisers (including private fund managers)
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.

AK, AZ, CA, FL, IN, MD, MT, NJ, NV, NY, OR, TX, UT, VA, WA

Financial Advisors at Fort Point Capital Partners LLC
Showing 1 - 8 of 8 top financial advisors.
1
Paul R. Touchstone
CRD#: 4640001
275 Sacramento Street, 8th Floor, San Francisco, CA 94111
96
Wealthminder
score

Paul Touchstone (CRD# 4640001) is an Investment Advisor Representative working at Fort Point Capital Partners LLC in San Francisco, CA and has over 14 years of experience in the finance industry.

2
Ralph M. Drybrough
CRD#: 2925917
275 Sacramento Street, 8th Floor, San Francisco, CA 94111
93
Wealthminder
score

Ralph Drybrough (CRD# 2925917) is an Investment Advisor Representative working at Fort Point Capital Partners LLC in San Francisco, CA and has over 20 years of experience in the finance industry.

3
Joseph W. Pitts
CRD#: 5169643
275 Sacramento Street, 8th Floor, San Francisco, CA 94111
93
Wealthminder
score

Joseph Pitts (CRD# 5169643) is an Investment Advisor Representative working at Fort Point Capital Partners LLC in San Francisco, CA and has over 10 years of experience in the finance industry.

4
Jeffrey D. Wycoff
CRD#: 2934040
275 Sacramento Street, 8th Floor, San Francisco, CA 94111
93
Wealthminder
score

Jeffrey Wycoff (CRD# 2934040) is an Investment Advisor Representative working at Fort Point Capital Partners LLC in San Francisco, CA and has over 19 years of experience in the finance industry.

5
Nicholas V. Deans
CRD#: 4585391
Naples, FL
90
Wealthminder
score

Nicholas Deans (CRD# 4585391) is an Investment Advisor Representative working at Fort Point Capital Partners LLC in Naples, FL and has over 6 years of experience in the finance industry.

6
Travis R. Kauzer
CRD#: 5554975
275 Sacramento Street, 8th Floor, San Francisco, CA 94111
90
Wealthminder
score

Travis Kauzer (CRD# 5554975) is an Investment Advisor Representative working at Fort Point Capital Partners LLC in San Francisco, CA and has over 4 years of experience in the finance industry.

7
Justin H. Schleifer
CRD#: 5977433
275 Sacramento Street, 8th Floor, San Francisco, CA 94111
90
Wealthminder
score

Justin Schleifer (CRD# 5977433) is an Investment Advisor Representative working at Fort Point Capital Partners LLC in San Francisco, CA and has over 6 years of experience in the finance industry.

8
Mark A. Anderson
CRD#: 1807476
275 Sacramento Street, 8th Floor, San Francisco, CA 94111
86
Wealthminder
score

Mark Anderson (CRD# 1807476) is an Investment Advisor Representative working at Fort Point Capital Partners LLC in San Francisco, CA and has over 25 years of experience in the finance industry. Mark Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.