A complete list of active advisors currently associated with Flying Point Financial, Inc.

Warmer can help you find a great advisor at Flying Point Financial, Inc. or one who fits your needs even better.

Flying Point Financial serves individuals and high-net-worth clients, along with trusts, estates, pension and profit-sharing plans, providing ongoing wealth management and separate financial planning engagements. The firm manages approximately $206.7 million for about 191 clients and delivers discretionary investment management alongside financial planning covering cash management, retirement, tax, insurance, estate, and charitable-giving considerations. Investment advice is grounded in fundamental analysis and tailored to each client’s objectives, risk tolerance, and time horizon; portfolios may include individual equities, bonds, mutual funds, and ETFs and can incorporate third-party advisers when appropriate. The firm generally manages accounts on a discretionary basis, develops an investment policy for each client, and conducts regular reviews and reporting, typically on a quarterly cadence. Noteworthy aspects include a small, three-advisor team overseeing just over $200 million in client assets and operating multiple offices, producing a relatively high assets-per-advisor ratio and a large discretionary asset base. The brochure discloses an owner with an outside real estate property management business and that the firm receives technology and operational support from its primary custodian—arrangements the firm notes could influence custodial selection and are potential conflicts it seeks to manage.

To learn more about the advisors currently working at Flying Point Financial, Inc., 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.