Onpoint Financial Advice, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
OnPoint Financial Advice, LLC provides financial planning and consulting services to individual clients. The firm offers comprehensive planning across retirement, tax, estate, investment, cash‑flow, insurance, business, and real estate matters and delivers recommendations in a written plan for client implementation.
The adviser employs fundamental analysis and modern portfolio theory and generally favors long‑term investment strategies, but does not manage or trade client assets and leaves implementation and custodial arrangements to the client. Advice is provided on a project or hourly basis, and ongoing account management or automatic periodic reviews are not part of the standard service unless a new agreement is executed.
Notably, OnPoint does not provide portfolio management for individuals and does not charge percentage‑of‑assets‑under‑management fees, which differs from most independent advisory peers. The firm is a newly registered, sole‑practitioner practice that takes no custody, does not vote proxies, does not recommend other advisers, and maintains a written code of ethics and business continuity plan.
Client services
Expertise
Fee options
$125 per hour
Fee-only: Hourly fee of $125 per hour; Fixed fee equal to 1.5% of gross household income
Main office
Round Rock TX
Advisors at this office
1
Most active in
Texas
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.
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