INFLECTION FINANCIAL

RIASEC RegisteredEst. 2020

Total AUM

$491M

Discretionary

$485M

99% of AUM

Avg account

$1.9M

Accounts

256

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 309631
Registered since: August 10, 2020
Website: inflectionfinancial.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, ASCENSUS TRUST
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans59.65%
HNWI39.73%
Individuals0.62%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Inflection Financial is an independent registered investment adviser organized as an LLC and registered with the SEC in 2020. The firm is individually owned and serves both high‑net‑worth individuals and family clients as well as institutional accounts. Its advisory mix centers on financial planning, portfolio management for individuals and small businesses, and pension consulting services; the firm’s profile indicates it is not designated as a pension consultant and it does not position itself as an active ESG investor or a capital allocator. Fees are charged on a percentage‑of‑AUM basis and, where appropriate, via hourly or fixed fees.