Mountainpoint Investment Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
MountainPoint Investment Advisors is a small independent advisory firm that provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, small businesses, and certain nonprofit entities such as foundations and endowments. The firm reports about $21.2 million in assets under management and customizes services to client goals, while generally targeting account sizes around $500,000 without a formal minimum.
The firm uses a mix of fundamental and technical research to construct portfolios of stocks, bonds, mutual funds, and exchange-traded funds, and implements investment decisions on a discretionary basis tied to each client’s financial plan. Accounts are monitored on an ongoing basis with quarterly performance reviews and a recommendation for at least annual client meetings to update plans and objectives.
Compared with many solo independent advisers, MountainPoint’s client mix includes charitable organization clients (foundations and endowments), a relatively uncommon client type for firms of this size. The firm’s sole adviser holds a CFA and an MBA and also manages a reinsurance/insurance company’s internal general account in a separate role, a relationship the firm discloses and says it will supervise to avoid conflicts of interest.
Client services
Expertise
Fee options
1.00% per year for all assets above $0
Hourly rates charged for extraordinary financial planning, mutually agreed prior to engagement
Main office
Bernardsville NJ
Advisors at this office
1
Most active in
New Jersey
Also doing business as
Mountaineer Asset Management LLC · Mountainpoint Investment Advisors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")