ALLPOINT FINANCIAL GROUP

Overview

Allpoint Financial Group is an independent registered investment adviser that serves individual and family clients with a mix of financial planning and discretionary portfolio management for individuals and small businesses. The firm combines adviser-led asset allocation with insurance brokerage capabilities, offering fee arrangements that include a percentage of AUM, hourly charges and fixed fees. Its client focus is retail households rather than institutional or pension business, and it is not positioned as an ESG-focused manager. Investment activity centers on pooled public funds and mutual funds as the dominant building blocks of client portfolios, complemented by third‑party alternatives and insurance products where appropriate. The firm appears to favor a conventional advisory model delivered through multiple branch offices, relying primarily on external managers and custodial infrastructure rather than acting as a capital allocator itself.

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Investments & Alternatives

Location & Offices