NORTHPOINT FINANCIAL PLANNING LLC

NORTHPOINT FINANCIAL PLANNING LLC of MILFORD, OH is an SEC-registered investment adviser (CRD 146980). Regulatory assets under management: $55.0M.

Registration

• CRD: 146980
• Type: Registered investment adviser
• Location: 918 MOHAWK TRAIL, MILFORD, OH, 45150
• Phone: 740-513-7968
• Latest filing: 2026-06-25
• Regulatory AUM: $55.0M
• Discretionary AUM: $55.0M
• Clients: 2
• Accounts: 268

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 146980 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search