Decisionpoint Financial, LLC

Decisionpoint Financial, LLC (CRD# 296988) is a financial advisory firm headquartered in Mesa, AZ. They manage $230,961,022 in 351 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    231
    MILLION
  • Total Number of Accounts
    351
    ACCOUNTS
  • Average Account Value
    $658,009
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, AZ, UT, WA

Financial Advisors at Decisionpoint Financial, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Matthew J. Daley
CRD#: 6505678
Mesa, AZ 85215

Matthew Daley (CRD# 6505678) is an Investment Advisor Representative working at Decisionpoint Financial, LLC in Mesa, AZ and has over 2 years of experience in the finance industry. Matthew Daley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Scott J. Johnson
CRD#: 2366054
Mesa, AZ 85215

Scott Johnson (CRD# 2366054) is an Investment Advisor Representative working at Decisionpoint Financial, LLC in Mesa, AZ and has over 20 years of experience in the finance industry. Scott Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Eric F. McGinnis
CRD#: 6264467
Gig Harbor, WA 98332

Eric McGinnis (CRD# 6264467) is an Investment Advisor Representative working at Decisionpoint Financial, LLC in Gig Harbor, WA and has over 6 years of experience in the finance industry.

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