Northpoint Financial Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$50,000,000
Clients
170
38% high-net worth
Advisors
1
of 1 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
170
Very HighAverage account size
$294,118
About
NorthPoint Financial Planning LLC serves individual clients and corporate plan sponsors, offering tailored investment management alongside both project-based and ongoing financial planning services. The firm reports about $50 million in discretionary assets across roughly 170 client relationships and delivers portfolio management directly as well as through recommended third‑party managers.
Its investment approach emphasizes strategic and tactical asset allocation, periodic rebalancing, and diversification consistent with Modern Portfolio Theory, and it implements strategies on a discretionary basis using both in‑house management and outside managers (including technology‑driven model portfolios). Custodial and execution services are provided through institutional platforms, and the firm conducts periodic reviews of manager holdings, concentrations, and suitability.
This adviser is notable among solo independent firms for sponsoring a wrap fee program while also providing pension consulting and participant advisory services to defined-contribution plan sponsors, and for offering educational seminars and workshops for groups. The combination of wrap‑fee administration, plan‑level consulting/participant services, and a seminar offering is relatively uncommon for firms of this size.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Business exit / sale strategy
Occupation focus
Founder/Business Owner
Fee options
Financial Planning – Project Based fixed fees $2,500 - $5,000
$0 - $250,000: 1.25% $250,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.85% $1,000,001 - $2,000,000: 0.75% $2,000,000+: 0.60%
$225 per hour
Financial Planning ongoing service paid monthly in advance, typically $3,000 to $5,000 per year, paid monthly; monthly payments increase 3% annually starting month 13
Fee-only: Financial planning fees typically range from $3,000 to $5,000 per year; Financial Planning – Project Based fixed fees range from $2,500 to $5,000; Consulting hourly fee $225 per hour; Educational seminars $500 to $1,000
Main office location
Northpoint Financial Planning LLC
4 West Winter St
Delaware OH 43015, United States
Number of offices
1
Most active in
Northpoint Financial Planning LLC has reported serving >5 clients in these states in the last 12 months.
Florida · North Carolina · Ohio
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 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.
Forms ADV
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