AllPoint Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
AllPoint Financial Group provides discretionary asset management and separate financial planning and consulting to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, and charitable organizations. The firm manages portfolios using a mix of individual stocks and bonds, ETFs, mutual funds, options and other public and private investments and reports roughly $117 million in discretionary assets under management.
The firm emphasizes continuous account supervision with regular reviews and rebalancing, tailoring strategies to clients’ stated objectives and allowing clients to impose reasonable investment restrictions. Its investment process combines fundamental and technical analysis and it typically executes custodial and trading services through institutional custodians, principally LPL Financial and Charles Schwab.
Notable operational features include a multi‑office structure—five offices despite a four‑advisor team—which is uncommon for a firm of this size. Several supervised persons are dually registered as LPL representatives and as insurance agents, the firm discloses that a substantial portion of revenue from advisory clients comes from commissionable sales and related compensation and transition assistance arrangements with custodians, and it specifically states that it does not sponsor a wrap fee program.
Client services
Expertise
Fee options
Flat fees for Financial Planning & Consulting range from $2,500 to $5,000
1.75% annually (negotiable)
Commission for sale of securities via LPL Financial registered representatives, including trail fees from mutual fund sales; more than 50% of advisory revenue results from commissions
$250 per hour for Financial Planning & Consulting services
Fee-only: Financial Planning & Consulting: $250/hour; Flat fees range from $2,500 to $5,000 depending on client arrangement
Main office
765 Baywood Drive, Suite 147
Petaluma CA 94954
Advisors at this office
4
Most active in
California
Also doing business as
Allpoint Financial Group · Allpoint Financial Group LLC · Allpoint Tax Services
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Advisors at this firm
Brian M
Series 63, Series 65
Petaluma, CA
AllPoint Financial Group
Brian Monske is a financial advisor with AllPoint Financial Group in Petaluma, CA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at AllPoint Financial Group since 2021, previously spending six years with SLR Asset Management and over a decade with LPL Financial. Monske serves as treasurer on the board of the Napa Rifle and Pistol Club. AllPoint Financial Group is a four-advisor team managing approximately $84 million for individuals, pension plans, charitable organizations, trusts, and estates. The firm offers discretionary asset management, financial planning, and advanced family office services, employing a mix of fundamental, technical, and cyclical analysis to tailor portfolios that include various public and private securities.
Ernest R
Series 63, Series 65
Petaluma, CA
AllPoint Financial Group
Ernest Renner is a financial advisor with AllPoint Financial Group, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at SLR Asset Management and LPL Financial. Outside of advising, he is the owner of Hey Buddy Software, a business focused on creating mobile gaming apps for iPhone. AllPoint Financial Group is a four-advisor team managing approximately $84 million for individuals, pension plans, charitable organizations, trusts, and estates. The firm offers discretionary asset management, financial planning, and family office services, employing a combination of fundamental, technical, and cyclical analysis with a focus on continuous portfolio supervision and tailored investment strategies.
Marck Z
Series 66
Petaluma, CA
AllPoint Financial Group
Marck Zuehlsdorff is a financial advisor with AllPoint Financial Group in Napa, CA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Edward Jones and Bank of Marin. He provides investment advisory services through AllPoint Financial Group, an independent registered investment advisor. AllPoint Financial Group is a four-advisor team managing approximately $84 million across diverse client types, including individuals, pension plans, and charitable organizations. The firm offers discretionary asset management and financial planning, tailoring portfolios using fundamental, technical, and cyclical analysis with ongoing supervision and quarterly reviews.
Bradley S
Series 63, Series 65
Petaluma, CA
AllPoint Financial Group
Bradley Scott is a financial advisor at AllPoint Financial Group with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at SLR Asset Management and LPL Financial. In addition to his advisory role, he is involved in tax preparation and accounting services through AllPoint Tax Services. AllPoint Financial Group is a team of four advisors managing approximately $84 million for individuals, pension plans, charitable organizations, trusts, and estates. The firm offers discretionary asset management, financial planning, and family office services, using a tailored investment approach that combines fundamental, technical, and cyclical analysis with a variety of strategies and regular portfolio reviews.
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