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NORTHPOINT FINANCIAL PLANNING LLC
CRD 146980
4 WEST WINTER ST, DELAWARE, OH, 43015, United States
Phone
740-513-7968
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$50.0M
Discretionary AUM
$50.0M
Team
1 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 106 | $12.0M |
| High net worth individuals | 64 | $38.0M |
All web addresses on file
Official SEC filing: View on IAPD