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

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

FactorPoint Planning provides financial planning, consulting and discretionary wealth management services and reports $287,933,766 in assets managed on a discretionary basis. The firm documents engagements through written advisory agreements and can advise on both managed accounts and held-away products such as variable life/annuity contracts and qualified tuition plans. The firm’s investment process starts with a structured, holistic planning sequence — deep-dive discovery, a personalized financial plan, then an evidence-based investment strategy — and emphasizes low-cost, tax-efficient, broadly diversified portfolios built primarily with systematic, rules-based ETFs and factor tilts. Implementation commonly uses independent managers and a TAMP platform, and the firm performs ongoing portfolio oversight, rebalancing, tax-loss harvesting, and behavioral coaching. Compared with many peers, FactorPoint operates with a small advisory team (two advisors) overseeing a relatively large amount of discretionary AUM and a client mix focused more on trusts, estates, corporations and retirement plan-type relationships than on typical retail individual or high‑net‑worth households. Its relationship with Focus Partners Advisor Solutions for TAMP services includes a minimum three‑year commitment with a cancellation fee and potential fee credits back to the firm, an arrangement the brochure identifies as creating a financial incentive to continue using that provider.

To learn more about the advisors currently working at FactorPoint 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.

You can also browse FactorPoint Planning, LLC's office locations.