Advisor at Vantage Point Financial, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Vantage Point Financial, LLC
Location
Chesterfield, MO 63017
Credentials
Series 65
Industry experience
< 1 year
Adam Iorfida is a financial advisor at Vantage Point Financial, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Bunzl Distribution USA, Chaifetz Arena Box Office, and Seque Partners, JTC Group. Vantage Point Financial provides investment advisory and related services to individuals, families, high-net-worth clients, business owners, and entrepreneurs. The firm employs a customized, fundamentals-based investment approach with a long-term orientation and offers a range of services including discretionary investment management, financial planning, tax planning, and retirement plan support.
Based on Vantage Point Financial, LLC
Based on Vantage Point Financial, LLC
Financial planning fixed fees up to $25,000; business owner planning and valuation insights fees are fixed/project-based, quoted in advance.
$0+: 0.50% to 1.50% annually (range based on factors including complexity, asset level, and relationship) Any asset level with Independent Manager+: Up to combined 2.00% annually (Advisor and Independent Manager fees combined)
Insurance commissions earned separately by licensed insurance agents affiliated with the firm.
Financial planning hourly fees range from $350 to $800, negotiable based on complexity and client.
Ongoing financial planning may be offered on a flat subscription basis, invoiced monthly, quarterly, semi-annually, or annually.
Fee-only: Investment advisory fees based on assets under management; financial planning fees; no commissions earned on securities transactions.
14755 North Outer Forty Road, Suite 210
Chesterfield, MO 63017
Missouri
Vantage Point Financial, LLC
2025 - Present (1 year)
Bunzl Distribution USA, LLC
2024 - 2025 (1 year)
Chaifetz Arena Box Office
2024 - 2024 (1 year)
Vantage Point Financial LLC
2023 - 2023 (1 year)
Seque Partners, JTC Group
2022 - 2023 (1 year)
Saint Louis University
2020 - 2024 (4 years)
Widmer's Cleaning &
2019 - 2022 (3 years)
Bella's Bistro
2018 - 2018 (1 year)
St. Xavier High School
2016 - 2020 (4 years)
St. Columban School
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Fenton, MO
Midwest Investment Advisors, LLC
Series 63, Series 65
Chesterfield, MO
Mills Barrington Advisors, LLC.
Series 65
Saint Louis, MO
Midwest Advisors LLC
ChFC®, Series 63
O' Fallon, MO
JM Lotshaw Consulting
Series 63, Series 65
Chesterfield, MO
Premier Wealth Advisory Services, Inc.
Series 66
St. Peters, MO
Durham Wealth Management, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")