Factorpoint Planning, LLC

Overview

Factorpoint Planning, LLC is an independent registered investment adviser organized as a limited liability company. The firm is SEC-registered (registration year listed as 2026) and is owned by an individual. Its client focus is individual and family relationships, and service offerings emphasize comprehensive financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. The firm charges fees as a percentage of assets under management and via fixed fees. Factorpoint identifies itself as a capital allocator, meaning it places client capital with outside managers and pooled vehicles as part of its investment approach. It does not self-identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices