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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-01-2018
- Office Locations
- 2
Office Locations
About Decisionpoint Financial, LLC
DecisionPoint Financial, LLC is an SEC-registered, fee-only fiduciary RIA providing planning-led wealth management for individuals, including business owners and entrepreneurs. The firm combines portfolio management with tax, retirement, business, estate and insurance planning to support decisions across life events. It uses mutual funds and ETFs (including DFA and Vanguard), with client assets custodied at Charles Schwab, and has multiple CFP professionals on staff.
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Owner & Executives
MATTHEW JUDSON DALEY
Financial Planner, PARTNER, SENIOR FINANCIAL PLANNER
- CRD
- #6505678
- Ownership
- 10% but less than 25%
KATHERINE GRACE DOW
--
- CRD
- #4787666
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
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Brett Ernest Adams
Director
- CRD
- #7099864
Kortney Michele Bamrick
Advisor
- CRD
- #6942356
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,224,256,610 | $660,689 |
| Non-Discretionary | $0 | -- |
| Total | $1,224,256,610 | $660,689 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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