AllPoint Financial Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$109,704,240
Total clients
418
32% high-net worth
Total advisors
4
of 5 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
105
Average account size
$262,450
About
AllPoint Financial Group provides discretionary asset management, financial planning and consulting, and insurance product distribution to individuals, high‑net‑worth clients, pension and trust accounts. The firm delivers portfolio management as well as standalone planning engagements, with planning offered on either hourly or flat‑fee arrangements.
Portfolios are tailored to client objectives and may include individual equities and bonds, mutual funds, ETFs, options and other instruments, with account supervision at least quarterly and discretionary trading authority for many clients. Investment analysis combines fundamental, technical and cyclical methods, and cash balances are typically managed conservatively for liquidity and fee debit purposes.
Distinctive aspects disclosed in the brochure include operating from five separate offices, a structure that is uncommon for comparable team firms, and advisors who are also licensed insurance agents and registered representatives, enabling commissionable insurance and brokerage sales alongside advisory services. The firm further discloses dual registrations and custodial relationships with large broker‑dealers that provide transition assistance and third‑party services, and notes that more than half of its revenue from advisory clients results from commissions and other compensation—conflicts the firm says it manages through oversight and disclosure.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
Flat fees ranging from $2,500 to $5,000 for financial planning and consulting services
1.75% annually
Commission-based sales of securities including trail fees from mutual funds by supervised persons registered with LPL Financial
$250 per hour
Main office location
AllPoint Financial Group
765 Baywood Drive, Suite 147
Petaluma CA 94954, United States
Number of offices
5
Most active in
AllPoint Financial Group has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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