Inflection Financial

RIASEC RegisteredEst. 2020

Total AUM

$491M

Discretionary

$485M

99% of AUM

Avg account

$1.9M

Accounts

256

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 309631
Registered since: August 10, 2020
Website: inflectionfinancial.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, ASCENSUS TRUST
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans59.65%
HNWI39.73%
Individuals0.62%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Inflection Financial LLC is an independent, SEC-registered investment adviser formed in 2020 and structured as an LLC with individual ownership. The firm serves both high-net-worth individuals and institutional clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. Its fee arrangements include asset-based fees, hourly billing, and fixed fees, reflecting a mix of ongoing advisory relationships and project work. Inflection Financial does not self-identify as an active ESG investor and is not designated as a multi-state adviser or a capital allocator.