DecisionPoint Financial

Wealth Management Firm in Mesa, AZ

Firm Info
Address: 2812 N Norwalk Suite 116, Mesa, AZ 85215, USA
Phone: (480) 553-6249

Firm Size
Assets Under Management: $495.5 million
# of Advisors: 6
# of Clients: 785
Client to Advisor Ratio: 131:1
Average Account Size: $631,243
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • State & Municipal Govt Entities

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly

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Decisionpoint Financial, LLC Overview

DecisionPoint Financial, LLC is a fee-only registered investment advisory firm based in Mesa, AZ. The firm was founded in 2018 and has since established a reputation for providing top-notch investment advice to its clients. As a fee-only firm, DecisionPoint Financial does not receive commissions or any other compensation that could create conflicts of interest. Instead, the firm charges a straightforward fee for their services, ensuring that their clients' interests are always top priority. DecisionPoint Financial offers a range of investment services, including financial planning, portfolio management, and pension consulting. The firm's portfolio management services are available for both individuals and small businesses, as well as businesses and institutional clients. This diverse range of services makes it easy for clients to receive the investment advice they need, whether they are an individual looking for help managing their retirement savings or a company looking for guidance on managing their employee pension plans. Overall, DecisionPoint Financial is a trusted and reliable investment advisory firm with a strong focus on providing fee-only investment advice to its clients. With their comprehensive range of investment services and their commitment to putting their clients' interests first, DecisionPoint Financial is an excellent choice for anyone looking for high-quality investment advice and management.

rate flat fee retainer fee performance-based fee DECISIONPOINT FINANCIAL, LLC caters to a diverse range of clients, including individuals, high net worth individuals, pension or profit sharing plans, and state or municipal government entities. The firm's clientele is not limited to a specific demographic or industry, providing services to a varied set of clients. The financial advisors at DECISIONPOINT FINANCIAL, LLC strategically tailor their services according to the client's unique financial needs and goals. In addition to a customized approach, the firm also offers various fee structures that clients can choose to avail depending on the service provided. Clients can opt for a percentage of assets under management (AUM) as their fee, which is calculated according to the value of the client's portfolio. Alternatively, clients can pay an hourly rate for financial planning or a flat fee for investment advice. DECISIONPOINT FINANCIAL, LLC also offers clients the option to pay retainer fee or performance-based fee, which rewards the firm based on the client's portfolio increased value. The firm's flexible fee structure ensures that clients can choose a payment structure that best suits their financial situation and objectives.

Typical Clients, Fee Structures & Investment Minimum

According to the note in their Part 2 Brochure, DecisionPoint Financial, LLC does not have an investment minimum for their investment advisory services. This means that potential clients are not required to have a certain amount of assets in order to work with the firm and there is no minimum annual fee that they would need to pay.

How This Office Can Help Mesa, AZ Residents

DecisionPoint Financial provides comprehensive financial planning and investment management services for clients in Mesa, AZ. The firm's team of experienced professionals works closely with clients to understand their unique financial situations and develop customized strategies to help them achieve their goals. Living in Mesa, AZ, clients may face a variety of financial challenges, such as preparing for retirement, managing debt, or funding a child's education. DecisionPoint Financial offers a range of services designed to address these and other common financial concerns, including retirement planning, tax planning, estate planning, and investment management. By taking a holistic approach to financial planning, DecisionPoint Financial helps clients in Mesa, AZ build a strong financial foundation and achieve greater peace of mind about their financial future.

To view the Minimum Investment and Fee Schedule for Decisionpoint Financial, LLC, visit their Part 2 Brochure.

Services Offered by Decisionpoint Financial, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Decisionpoint Financial, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Unavailable
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 2812 N Norwalk Suite 116, Mesa, AZ 85215, USA
Phone (480) 553-6249
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Decisionpoint Financial, LLC is registered to service clients in the following states:

  • Arizona
  • Arkansas
  • Texas
  • Utah
  • Washington

Disciplinary History

Decisionpoint Financial, LLC does not have any disclosures. Please visit it's Form ADV for more details.

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