# Blue Point Financial, Inc.

> Blue Point Financial, Inc. is an SEC-registered investment advisory firm in Scarborough, ME, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 299688
- Filed as: BLUE POINT FINANCIAL, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Scarborough, ME
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/299688
- AdvisorCensus page: https://advisorcensus.com/firm/blue-point-financial-inc-scarborough-me-299688

## Quick answers

**How is Blue Point Financial, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Blue Point Financial, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**How much does Blue Point Financial, Inc. charge?**
Its Form ADV Part 2A brochure dated March 24, 2026 states: Flat fee: $500 to $3,000 (financial planning services); Hourly rate: $250 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Blue Point Financial, Inc. located?**
Blue Point Financial, Inc.'s principal office is in Scarborough, ME, according to its Form ADV.

**Is Blue Point Financial, Inc. registered with the SEC or a state?**
Blue Point Financial, Inc. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 299688.

**How much does Blue Point Financial, Inc. manage?**
Blue Point Financial, Inc. reports $152,671,667 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (93% discretionary).

**How have Blue Point Financial, Inc.'s assets and staff changed since 2025?**
In the Form ADV data for Blue Point Financial, Inc.: Regulatory assets under management: $113,342,695 in the October 2025 data and $152,671,667 in the October 2026 data, up 35%. Total employees: 3 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Blue Point Financial, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (119); high net worth individuals (68).

**Which custodians does Blue Point Financial, Inc. use?**
Blue Point Financial, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists SEI Private Trust Company as a custodian holding 10% or more of its separately managed account assets.

**Does Blue Point Financial, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/299688

**Does Blue Point Financial, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 24, 2026 says: "For its services, BPF does not require a minimum dollar value of assets for establishing or maintaining a client’s account, but the firm reserves the right to decline engagements for various reasons including account size."

**What changed in Blue Point Financial, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $113,342,695 to $152,671,667 (+35%). No longer lists an office in Jupiter, FL.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Account minimum: None

> For its services, BPF does not require a minimum dollar value of assets for establishing or maintaining a client’s account, but the firm reserves the right to decline engagements for various reasons including account size.

- Flat fee: $500 to $3,000 (financial planning services)

> Quoted fixed fees will be based on the complexity and level of service provided on a case by case basis and can range from $500 to $3,000.

- Hourly rate: $250 an hour (financial planning services)

> Hourly fees will be estimated based on the complexity and level of service to be provided on a case by case basis generally at a rate of $250 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- SEI Private Trust Company

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $152,671,667
- Discretionary: $142,429,715
- Non-discretionary: $10,241,952

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 119 | $40,106,853 |
| High net worth individuals | 68 | $106,168,273 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $6,396,541 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, ME, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bpfncl.com
- LinkedIn @justin-beauregard-2229aa11

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $113,342,695 | 3 | June 11, 2025 |
| October 2026 | $152,671,667 | 3 | March 24, 2026 |

Regulatory assets under management: $113,342,695 in the October 2025 data and $152,671,667 in the October 2026 data, up 35%.
Total employees: 3 in October 2025 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $113,342,695 to $152,671,667 (+35%).
- No longer lists an office in Jupiter, FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blue Point Financial, Inc. (CRD 299688): Form ADV filing data as of October 2026.