# Northpoint Financial Planning LLC

> Northpoint Financial Planning LLC is a state-registered investment advisory firm in Milford, OH, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 25, 2026.

- CRD: 146980
- Filed as: NORTHPOINT FINANCIAL PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Milford, OH
- Filing period: October 2026
- Form ADV filing dated: June 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/146980
- AdvisorCensus page: https://advisorcensus.com/firm/northpoint-financial-planning-llc-milford-oh-146980

## Quick answers

**How is Northpoint Financial Planning LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Northpoint Financial Planning LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Northpoint Financial Planning LLC located?**
Northpoint Financial Planning LLC's principal office is in Milford, OH, according to its Form ADV.

**Is Northpoint Financial Planning LLC registered with the SEC or a state?**
Northpoint Financial Planning LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 146980.

**How much does Northpoint Financial Planning LLC manage?**
Northpoint Financial Planning LLC reports $55,000,000 in regulatory assets under management in its Form ADV filing dated June 25, 2026 (100% discretionary).

**What types of clients does Northpoint Financial Planning LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (106); high net worth individuals (64).

**Does Northpoint Financial Planning LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/146980

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $55,000,000
- Discretionary: $55,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 106 | $13,000,000 |
| High net worth individuals | 64 | $42,000,000 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### 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)
- Educational seminars/workshops

### Firm details
- Registered since: 2018 (8 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, NC, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- northpointfinancialplanning.com
- Facebook @NorthPoint-Financial-Planning-LLC-747900828917860
- LinkedIn @northpoint-financial-planning-llc
- LinkedIn @paul-pfeiffer-72108aa

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Northpoint Financial Planning LLC (CRD 146980): Form ADV filing data as of October 2026.