Decisionpoint Financial, LLC

RIASEC RegisteredEst. 2018

Total AUM

$1.2B

Discretionary

$1.2B

100% of AUM

Avg account

$661K

Accounts

1,853

Employees

Advisory reps

Firm details

Headquarters: Mesa, Arizona
CRD number: 296988
Registered since: June 1, 2018
Website: decisionpointfinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: State / Municipal Government39.37%
HNWI38.19%
Pension & Profit Sharing Plans10.43%
Individuals10.34%
Pooled Investment Vehicles1.61%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Decisionpoint Financial, LLC is an independent registered investment adviser formed in 2018 that serves both individual/family and institutional clients. The firm provides financial planning and portfolio management across individual, small business and institutional mandates, and lists pension consulting among its advisory activities. Fees are charged predominantly as a percentage of assets under management, with hourly billing available for some services. Decisionpoint reports that it applies active ESG considerations to its investment process. Decisionpoint is structured as a limited liability company with a mixed owner base (domestic entity and individual). It is not positioned as a capital allocator; instead it relies on third‑party managers and public funds as primary vehicles for client portfolios.