Flying Point Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,333,266
Total clients
8
75% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
8
Average account size
$541,658
About
Flying Point Advisors provides financial planning and portfolio management to individual and high‑net‑worth clients. Services include investment planning, retirement and college planning, tax considerations, and tailored portfolio construction documented in an Investment Policy Statement.
The firm applies a long‑term, passive, index‑based approach grounded in Modern Portfolio Theory, implementing a small number of model allocations using low‑cost ETFs and mutual funds with regular rebalancing. Portfolios are managed with tax‑aware techniques — including asset location, tax‑loss harvesting where appropriate, and minimizing realization of embedded gains in legacy positions — and FPA generally seeks discretionary authority to implement clients’ plans.
A noteworthy feature is that the firm also operates as a licensed accountancy practice and its principal is an accountant, which the brochure identifies as a potential source of overlap between accounting and advisory services and informs its emphasis on tax‑conscious planning; this combination is uncommon among independent advisers. The firm also emphasizes hourly and fixed‑fee planning engagements alongside AUM‑based portfolio management and uses an institutional custodian for client accounts while serving a relatively small client base and asset pool.
Client services
Financial planning
Portfolio management
Expertise
Tax-loss harvesting
Passive / index investing
College savings (529s, UTMA, etc.)
Fee options
Fixed financial planning fees between $1,000 and $10,000
0.5% annually
$300 per hour
Fee-only: Hourly fee of $300; Fixed fees ranging from $1,000 to $10,000
Main office location
Flying Point Advisors
Freeport ME, United States
Number of offices
1
Most active in
Flying Point Advisors has reported serving >5 clients in these states in the last 12 months.
Maine
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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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