WealthPoint Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$143,845,906
Clients
375
Advisors
3
of 7 employees
About
WealthPoint Financial LLC is a registered investment adviser that provides discretionary and non‑discretionary investment management, financial planning, and consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm reports $147,097,327 in discretionary assets under management as of December 31, 2025 and serves roughly 375 clients through a team of four advisors.
The firm’s investment process blends fundamental, technical, and relative‑strength analysis and employs both passive and active strategies, including Modern Portfolio Theory, tactical asset allocation, and trend‑following based on a 200‑day average. WealthPoint may use options and alternative investments, deploy cash as a strategic asset, and engage independent managers as part of customized portfolios, with continuous monitoring tied to client risk profiles.
Compared with many peer team firms that concentrate on high‑net‑worth clients, WealthPoint’s reported client count and AUM suggest it operates primarily with a broader, non‑HNW retail client base rather than a HNW specialization. The brochure also discloses practices that may be noteworthy to prospective clients — for example, the firm does not vote client proxies and documents the use of independent managers and non‑traditional instruments such as alternatives and options.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees range from $2,500 to $10,000 per plan
$0 - $499,999: 1.30% $500,000 - $749,999: 1.20% $750,000 - $999,999: 1.10% $1,000,000 - $4,999,999: 1.00% $5,000,000+: 0.85%
Insurance products offered by supervised persons on a commission basis (separately disclosed)
Hourly financial planning fees range from $0 to $500 per hour
Fee-only: Financial planning fixed fees $2,500 to $10,000; hourly fees $0 to $500/hour
Main office
102 Hidden Pastures Dr., Suite 213
Cramerton NC 28032
Advisors at this office
3
Most active in
Florida · North Carolina · Pennsylvania · South Carolina · Texas
Also doing business as
Wealthpoint Advisors · Wealthpoint Financial 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Quick links
Advisors at this firm
Cory S
CFP®, Series 66
Cramerton, NC
WealthPoint Advisors
Cory Shuford is a CFP® professional with 13 years of industry experience. He is currently with WealthPoint Advisors and has previously worked at Dempsey Lord Smith, LLC and Kalos Management. WealthPoint Financial, LLC provides discretionary investment management and financial planning services primarily to non-high-net-worth individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and tactical asset allocation strategies, managing portfolios on a discretionary basis with continuous monitoring and at least annual formal reviews.
Lauren I
Series 63, Series 66
Cramerton, NC
WealthPoint Advisors
Lauren Ivester is a financial advisor at WealthPoint Advisors with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Dempsey Lord Smith, Kalos Capital, Belmont Capital Advisors, and The Bowman Law Firm. Outside of her advisory role, she has ownership interests in SSI Holdings, LLC and SSI Wealth Management, LLC. WealthPoint Financial, LLC provides discretionary investment management, financial planning, and consulting services primarily to non-high-net-worth individuals, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios using a combination of fundamental, technical, and tactical asset allocation strategies, employing both passive and active approaches while continuously monitoring accounts.
Kyle S
Series 66
Cramerton, NC
WealthPoint Advisors
Kyle Sikes is a financial advisor at WealthPoint Advisors with 12 years of industry experience. He holds a Series 66 designation and previously worked at firms including Dempsey Lord Smith, LLC, and Kalos Management. Outside of his advisory role, he serves on the board of CaroMont Care Advocates, which supports patient- and family-centered healthcare initiatives. WealthPoint Financial LLC provides investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a blend of fundamental, technical, and relative-strength analysis across both passive and active strategies, serving a broad retail client base with customized portfolios.
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