FACTORPOINT PLANNING, LLC

Overview

Factorpoint Planning, LLC is structured as a limited liability company and presents itself as a newly formed, SEC-registered advisory firm (registration year listed as 2026). Ownership is held by an individual proprietor. The firm focuses on fee-based financial advice and portfolio work for private clients, charging both a percentage of assets under management and fixed fees. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and the selection or oversight of outside managers — the latter supported by the firm's designation as a capital allocator. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices