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FIVEPOINTS FINANCIAL PLANNING LLC

Advisory

PEACHTREE CITY, GA

Data as of Jan 12, 2026 · Source: SEC Form ADV

Average account

$97K

across 96 accounts

AUM per adviser

$9M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 12, 2026.

Total AUM

$9M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$9M

Discretionary AUM$9M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients18

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, GA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

18 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

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MASON WESTBRIDGE ASSET MANAGEMENT LLC

PEACHTREE CORNERS, GA

$9M

WELCH FINANCIAL INVESTMENTS, LLC

$10M

AEGIS CAPITAL GROUP, LLC

$9M

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