Paul Pfeiffer is a CFP-designated registered investment advisor at Northpoint Financial Planning LLC, based in Milford, OH, with 33 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 170 clients with $55M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.60% |
Fees are negotiable. Ongoing monthly planning fees are waived for investment management clients maintaining at least $200,000 in assets.
Fee Estimator
Location
918 Mohawk Trail, Milford, OH, 45150
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Northpoint Financial Planning LLC
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
First Allied Securities, INC.Broker
Financial Integrity Advisors, LLC
Fsc Securities CorporationBroker
Fsc Securities Corporation
Nationwide Investment Advisors, LLC
Nationwide Investment Services CorporationBroker
Security First Financial, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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