HonorPoint Financial LLC is a virtual-first registered investment advisor headquartered in Wasilla, Alaska, founded by sole principal Matthew Gorrell. The firm operates under a legal obligation to act in clients' best interests and primarily serves individuals, working families, military veterans, and active-duty service members. HonorPoint Financial's core offering is ongoing comprehensive financial planning, which covers cash flow analysis, debt management, retirement planning, tax strategy coordination, and financial goal setting. For clients utilizing investment services, HonorPoint Financial monitors and periodically rebalances portfolios using low-cost, broadly diversified index funds and exchange-traded funds to match client-established target asset allocations. The firm does not manage institutional accounts, select individual securities, or charge fees based on portfolio size. Additionally, the firm's principal provides separate tax preparation services as an Enrolled Agent.
Fee Structure
HonorPoint Financial does not charge fees based on a percentage of your portfolio. Instead, investment rebalancing and monitoring are included as part of your ongoing comprehensive financial planning subscription.