Northpoint Financial fees and pricing
Financial planner in Birmingham, Michigan. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 22, 2026, Northpoint Financial charges up to $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 22, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- Up to $300/hr
“Fractional hourly fees, ranging from $0 to $300 per hour, are billed quarterly in arrears.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Northpoint Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Out of pocket expenses, such as postage, courier services, and travel are billed as appropriate.”
- “Fees are billed to the client directly, via a printed paper invoice sent through the United States Postal Service.”
How Northpoint Financial’s fees compare
- Its hourly rate of up to $300 spans the Michigan median of $250. 6% of the 170 other Michigan planners that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Northpoint Financial
- Firm size: 4 employees.
- Credentials named in the brochure: CPA.
- Founded: 1982 (44 years).
Planning areas mentioned in the brochure
- Tax planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees
- Charges a % of assets
- No
- Employees
- 4
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 124711
- Phone
- (248) 644-1901
Other planners in Michigan that publish fees
- 320 Life Financial PlanningHolland$250/hr
- 46 and 2 Investment Advisors, LLCTraverse City$200/hr
- 4Square Advisory Services, Inc.Fenton$150/hr, Up to $1,500
- A B L E Wealth Management Solutions LLCAnn Arbor$400/hr, $500
- Advance Wealth Management Service, LLCGrand Rapids$300/hr, $5,000
- Advisory Advocates LLCGrand Rapids$250-$1,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.