RIA Intel›Advisers›Ohio›NORTHPOINT FINANCIAL PLANNING LLC

NORTHPOINT FINANCIAL PLANNING LLC

Advisory

MILFORD, OH

Data as of Jun 25, 2026 · Source: SEC Form ADV

Rank in OH

#717

of 748 advisers by AUM

Average account

$205K

across 268 accounts

AUM per adviser

$55M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 25, 2026.

Total AUM

$55M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$55M

Discretionary AUM$55M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients170

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, NC, OH

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

170 clients

64 high-net-worth

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

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SCHMERGE EXECUTIVE PLANNING SERVICES, INC.

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