Growth Point Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$31,509,803
Clients
161
6% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
161
Very HighAverage account size
$195,713
About
Growth Point Financial LLC provides investment advisory services and financial planning to individual clients. The firm manages portfolios and advises on ETFs, mutual funds, individual equities, fixed‑income securities, CDs and insurance products, and it offers periodic educational seminars and workshops at no additional charge.
The firm emphasizes low‑cost ETFs and a buy‑and‑hold, long‑term trading approach informed by modern portfolio theory and quantitative analysis, with strategies tailored to each client’s stated goals and recorded in a client profile. Financial planning is offered as a discrete deliverable and investment management is carried out with discretionary authority when appropriate.
Notable distinctions include acting as the sponsor and portfolio manager of a wrap fee program — a relatively uncommon arrangement among independent advisers — while indicating that wrap accounts are managed in the same manner as non‑wrap accounts. The firm’s principal is also a licensed insurance agent and owner of an affiliated insurance agency and may offer commissionable insurance products (for example, life insurance, Medicare supplement plans, and annuities); the brochure discloses these activities and documents the related conflicts of interest for clients.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Medicare planning
Annuities
College savings (529s, UTMA, etc.)
Fee options
1.25% annually, billed quarterly in advance, negotiable
$500 per hour, negotiable
Account minimum: $50,000
Main office location
Growth Point Financial LLC
Lancaster PA, United States
Number of offices
2
Most active in
Growth Point Financial LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
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
Quick links
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