Wealth Manager
    SEC Registered
    Manages Private Funds

    Decisionpoint Financial, LLC

    Registered investment advisor · Mesa, Arizona · CRD #296988

    Assets Under Management
    $1.2B
    Client Accounts
    1,853
    Employees
    18
    CRD Number
    296988
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Decisionpoint Financial, LLC

    DecisionPoint Financial, LLC is a fee-only financial planning and fiduciary investment management firm founded in 2018, offering services like financial planning, investment management, and retirement planning. The firm focuses on helping clients make sound financial decisions throughout their lives. It operates as an independent, fee-only registered investment advisor.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Decisionpoint Financial, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Decisionpoint Financial, LLC's AUM?

    Decisionpoint Financial, LLC reports approximately $1.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Decisionpoint Financial, LLC headquartered?

    Decisionpoint Financial, LLC is headquartered in Mesa, Arizona.

    What is Decisionpoint Financial, LLC's CRD number?

    Decisionpoint Financial, LLC's CRD number is 296988. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Decisionpoint Financial, LLC manage?

    Decisionpoint Financial, LLC manages approximately 1,853 client accounts according to its latest SEC filing.

    Is Decisionpoint Financial, LLC SEC registered?

    Yes, Decisionpoint Financial, LLC is registered with the SEC as an investment adviser with an approved registration status.

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