Decisionpoint Financial, LLC
Mesa, AZ·SEC-registered · CRD #296988
Decisionpoint Financial, LLC is an SEC-registered investment advisory firm in Mesa, AZ managing $1.2B across 1.9k client accounts, with 14 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.2B
Client accounts
1.9k
Advisory staff
14
Fee model
Fee-only
How Decisionpoint Financial, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
BEFORE YOU CALL DECISIONPOINT FINANCIAL, LLC
See how Decisionpoint compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Decisionpoint Financial, LLC. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Decisionpoint Financial, LLC? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Decisionpoint Financial, LLC
How much does Decisionpoint Financial, LLC manage?
Per its most recent SEC Form ADV filing (03/31/2026), Decisionpoint Financial, LLC reports $1.2B in regulatory assets under management across roughly 1.9k client accounts.
How does Decisionpoint Financial, LLC charge?
Decisionpoint Financial, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets, Hourly. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Decisionpoint Financial, LLC a fiduciary?
Yes. Decisionpoint Financial, LLC is registered with the U.S. Securities and Exchange Commission (CRD #296988), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Decisionpoint Financial, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Decisionpoint Financial, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Mesa, AZ
Profile compiled from Decisionpoint Financial, LLC's public SEC Form ADV filing (CRD #296988, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Decisionpoint Financial, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Decisionpoint Financial, LLC? Claim this profile.