Onpoint Financial Advice, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
OnPoint Financial Advice, LLC provides financial planning and consulting services to individual clients, covering areas such as retirement and investment planning, tax and estate planning, risk management, cash flow and budgeting, education and charitable planning, and business or real estate analysis. Engagements are structured to produce written plans or targeted consultations, with implementation left to the client.
The firm’s advice draws on methods including fundamental analysis and modern portfolio theory and is delivered through project-based, one-time planning engagements rather than through discretionary account management or custody of client assets. It charges clients on an hourly or project-fee basis and does not use percentage-of-assets-under-management fees, a billing approach that is relatively uncommon among advisers in this category.
Notable features include its recent registration and sole-ownership structure and a principal with a background in public safety leadership, which informs the firm’s operational profile. The brochure also highlights explicit IRA rollover disclosures that present multiple options and conflict-mitigation steps, absence of wrap-fee or performance-based programs, and no ongoing reporting unless a new engagement is agreed.
Client services
Financial planning
Expertise
General tax planning
Charitable giving & philanthropy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Fixed fee of 1.5% of gross household income
$125 per hour
Account minimum: No minimum household income size Fee-only: Hourly fee at $125 per hour, Fixed fee at 1.5% of gross household income
Main office location
Onpoint Financial Advice, LLC
Round Rock TX, United States
Number of offices
1
Most active in
Onpoint Financial Advice, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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
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.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")