NORTHPOINT FINANCIAL PLANNING LLC

Overview

Northpoint Financial Planning LLC is an independent, fee-based registered investment adviser organized as an LLC that focuses on serving individuals and families. The firm acts as a capital allocator and delivers a mix of financial planning, discretionary portfolio management and adviser selection services, along with educational workshops. Its advisory model supports multiple billing approaches—percentage of AUM, hourly and fixed-fee arrangements—so it can work with both ongoing relationships and project-based planning clients. Investment activity is centered on publicly traded equities, with a clear tilt toward exchange-traded instruments as the primary building block for client portfolios. Northpoint operates as a discretionary manager for the bulk of its assets and uses third-party managers when a client mandate requires specialized capability. The firm is not an active ESG investor, and it does not position itself as a multi-state or pension-focused consultant.

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Public Holdings

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Location & Offices