Northpoint Financial Planning LLC

Overview

Northpoint Financial Planning LLC is an independent, owner-managed registered investment adviser operating as a limited liability company that serves individual and family clients. The firm provides comprehensive financial planning and portfolio management for individuals and small businesses, plus pension consulting support, selection of other advisers, and educational seminars and workshops. It charges a mix of fee models — percentage of AUM, hourly fees, and fixed fees — and identifies itself as a capital allocator, meaning it places client capital with third‑party managers where appropriate. Northpoint does not describe itself as an ESG-focused investor and is not reported as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives