Northpoint Financial Planning LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$225/hr

“The Consulting fee is an hourly rate of $225 per hour.”

Flat or project fee

$2,500⁠-⁠$5,000

“The fixed fee ranges from $2500 - $5,000 based on complexity and scope of the engagement and may be negotiable in certain cases.”

Annual fee

$3,000⁠-⁠$5,000/yr

“Financial planning fees typically range from $3,000 to $5,000 per year, but may also be higher or lower depending on the scope and complexity of the engagement.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Northpoint Financial Planning LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Management and Advisory fees are directly debited from client accounts, or the client may choose to pay by debit card, electronic funds transfer or check.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Since fees are paid in arrears, no rebate will be needed upon termination of the account.”

How Northpoint Financial Planning LLC’s fees compare

• Its hourly rate of $225 is below the Ohio median of $250. 36% of the 219 other Ohio planners that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$5,000 spans the Ohio median of $3,250. 56% of the 199 other Ohio planners that publish a flat or project fee charge less.
• Its annual fee of $3,000-$5,000 is below the Ohio median of $5,000. 37% of the 79 other Ohio planners that publish an annual fee charge less.

About Northpoint Financial Planning LLC

• Principal: Paul Pfeiffer
• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2008 (18 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

170

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$55,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

146980

Website

northpointfinancialplanning.com (opens in new tab)

Phone

(740) 513-7968

Can advise clients in 3 states: Florida, North Carolina, Ohio

Other planners in Milford that publish fees

• Brown Financial Advisors, LLCMilford$200/hr, $2,500
• 1TaxfinancialCincinnati$300/hr
• Aan Wealth Advisors LLCCanton$250/hr
• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr
• Accountable Financial Planning LLCWesterville$200/hr, $2,500/yr
• Adams and Co Financial ServicesCincinnati$500⁠-⁠$2,500

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