Wealthpoint Advisors - Investment Advisers

About Wealthpoint Advisors

WealthPoint Advisors is an investment adviser headquartered in Cramerton, North Carolina. It operates under the legal name Wealthpoint Financial LLC and reports $147.1 million in regulatory assets under management and seven employees. The firm serves individuals and families in the Cramerton and Charlotte area, with a focus on retirement planning, retirement income, and investments. Its stated clientele includes retirees, pre-retirees, business owners, professionals, and high net worth individuals. The firm says it acts as a fiduciary in all of its client relationships. It is compensated through a fee-based structure that may include advisory fees as well as commissions on certain financial products. Its planning approach, the OnPoint Retirement Process, is described as a structured method for organizing a client's financial picture and building a coordinated plan that covers income, taxes, investments, insurance, and legacy planning. WealthPoint Advisors is listed among investment advisers in North Carolina and in the directory of US investment advisers.

Key Facts

Assets Under Management

$147.1M

Employees

7

SEC File Number

801-130837