A complete list of active advisors currently associated with Datapoint Financial Planning, LLC

Warmer can help you find a great advisor at Datapoint Financial Planning, LLC or one who fits your needs even better.

Datapoint Financial Planning is a small, state-registered, fee-only planning firm that works with individuals and high-net-worth individuals. It offers project-based comprehensive financial planning and limited-scope hourly engagements addressing cash flow, retirement, estate and tax planning, business planning, employee benefits, insurance review, and investment analysis as part of those plans. The firm does not provide ongoing portfolio management or custody of client assets and reports no assets under management; instead, it makes investment recommendations within the financial planning process and typically frames those recommendations using modern portfolio theory and passive, low-cost index/ETF approaches. Clients implement recommendations through their chosen custodians and the adviser does not accept commissions or third‑party compensation for product sales. Compared with many independent advisers, Datapoint’s business is oriented toward time-limited, project-based engagements rather than percentage-of-AUM billing or ongoing advisory programs, and it replaced an ongoing planning offering with a quoted flat-fee project structure. The firm also emphasizes working with business owners on business and employee-benefit planning, provides written or electronic plan reports with a defined short follow-up window after delivery, and is led by a CFP‑credentialed principal.

To learn more about the advisors currently working at Datapoint Financial Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.