Northpoint Financial Planning LLC

Northpoint Financial Planning LLC (CRD# 146980) is a financial advisory firm headquartered in Delaware, OH. They manage $40,000,000 in 279 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4 West Winter St, Delaware, OH 43015
https://www.facebook.com/northpoint-financial-planning-llc-747900828917860/
By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    279
    ACCOUNTS
  • Average Account Value
    $143,369
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, OH

Financial Advisors at Northpoint Financial Planning LLC
Showing 1 - 1 of 1 top financial advisors.
1
Paul Pfeiffer, financial advisor Delaware OH
Paul J. Pfeiffer
CRD#: 2094381
4 West Winter St, Delaware, OH 43015

Paul Pfeiffer (CRD# 2094381) is an Investment Advisor Representative working at Northpoint Financial Planning LLC in Delaware, OH and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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