Northpoint Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
NorthPoint Financial Planning serves individual and high‑net‑worth clients as well as corporate plan sponsors, providing discretionary investment management, comprehensive and project‑based financial planning, and participant advisory services for retirement plans. The firm also conducts educational seminars and workshops on investments and personal finance for groups, sometimes on a pro‑bono basis.
The firm’s investment process emphasizes strategic and tactical asset allocation informed by Modern Portfolio Theory and cash‑flow analysis, with periodic rebalancing and attention to tax‑efficiency and income needs. Accounts are managed on a discretionary basis and the firm supplements its direct management with model portfolios and third‑party managers, including a technology‑driven sub‑adviser.
Compared with many independent peers, NorthPoint sponsors a wrap‑fee program and provides pension consulting and defined contribution plan advisory services—features that are statistically uncommon for firms its size, which manages about $55 million across roughly 170 client accounts. It also leverages institutional custodial relationships and third‑party platforms to access model managers and operational support while offering public educational programming.
Client services
Expertise
Fee options
Financial Planning Project-Based fees range from $2,500 to $5,000 fixed fee
$0 - $250,000: 1.25% $250,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.85% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.60%
$225 per hour
Ongoing Financial Planning fee typically ranges from $3,000 to $5,000 per year, paid monthly in advance as a flat monthly fee
Main office
918 Mohawk Trail
Milford OH 45150
Advisors at this office
1
Most active in
Florida · North Carolina · Ohio
Also doing business as
Northpoint Financial Planning · Northpoint Financial Planning LLC
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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