Flying Point Financial, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$202,943,000
Clients
191
41% high-net worth
Advisors
3
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Clients per advisor
64
HighAverage account size
$1,062,529
About
Flying Point Financial serves individuals and high-net-worth clients, along with trusts, estates, pension and profit-sharing plans, providing ongoing wealth management and separate financial planning engagements. The firm manages approximately $206.7 million for about 191 clients and delivers discretionary investment management alongside financial planning covering cash management, retirement, tax, insurance, estate, and charitable-giving considerations.
Investment advice is grounded in fundamental analysis and tailored to each client’s objectives, risk tolerance, and time horizon; portfolios may include individual equities, bonds, mutual funds, and ETFs and can incorporate third-party advisers when appropriate. The firm generally manages accounts on a discretionary basis, develops an investment policy for each client, and conducts regular reviews and reporting, typically on a quarterly cadence.
Noteworthy aspects include a small, three-advisor team overseeing just over $200 million in client assets and operating multiple offices, producing a relatively high assets-per-advisor ratio and a large discretionary asset base. The brochure discloses an owner with an outside real estate property management business and that the firm receives technology and operational support from its primary custodian—arrangements the firm notes could influence custodial selection and are potential conflicts it seeks to manage.
Client services
Expertise
Fee options
$0 - $500,000: Minimum annual fee of $1,500 or 2% of assets under management, whichever is less (if accepted below minimum) $500,000+: 0.50% to 1.50% annually depending on total assets, portfolio composition, and complexity
Financial planning fees charged at $250 per hour
Account minimum: $500,000 Minimum fee: Minimum annual fee of $1,500 or 2% of assets under management, whichever is less, may apply for accounts below $500,000 Fee-only: Financial planning charged at $250 per hour
Main office location
Flying Point Financial, Inc.
855 Turnpike Street
North Andover MA 01845, United States
Number of offices
4
Most active in
Florida · Maine · Massachusetts · New Hampshire · South Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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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.
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