Arcpoint Financial Advisors

Overview

Arcpoint Financial Advisors is a California-registered limited liability company owned by an individual and positioned as a small advisory and insurance business. The firm combines insurance brokerage with advisory services, offering financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. Its compensation structure is flexible and includes percentage-of-AUM fees as well as hourly and fixed-fee arrangements. The firm is identified as a capital allocator, meaning it places client capital with outside managers rather than relying solely on in-house proprietary strategies. It does not identify as an active ESG investor and is not organized as a multi-state adviser.

Investments & Alternatives

Location & Offices