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 is a three-advisor, privately owned registered investment adviser that manages approximately $206.7 million for about 191 clients, including individual investors, high‑net‑worth households, retirement plans, trusts, estates, and corporations. The firm provides financial planning and ongoing wealth management services and also offers access to managed account programs sponsored by a national broker‑dealer. The firm builds tailored portfolios using fundamental analysis and typically manages client assets on a discretionary basis, investing across individual equities, fixed income, mutual funds, and ETFs. For certain accounts it participates in Raymond James advisor‑managed and managed account programs and, consistent with program terms, may delegate discretionary authority to Raymond James or third‑party managers while retaining oversight responsibilities. Compared with many small advisory teams, Flying Point operates at a relatively large asset scale for a three‑advisor firm and manages nearly all of its reported assets discretionary, which can affect how services are delivered. The firm does not vote client proxies (clients retain that responsibility) and discloses that it receives custodial, technology, and other non‑monetary support from Raymond James when recommending or using that platform, a relationship it manages through disclosure and oversight.

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.