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    Wealthpoint Advisors

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    Description

    • Indianapolis-based WealthPoint Advisors provides fee-only wealth management and financial planning services to high net-worth individuals, retirement plans, corporations and non-profit organizations. As a fee-only Registered Investment Advisor Firm, we are bound by our fiduciary responsibilities to our clients and provide unbiased, personalized counsel.Our wealth management consulting process allows us to become better acquainted with our clients, their current financial status and their future goals. Unlike many financial planners who may gather your information and encourage you to sign up for services, we strategically move through the process to ensure we provide the best possible investment advice.We are approved to be one of the exclusive Registered Investment Advisors who is allowed to invest our clients in DFA Funds (Dimensional Fund Advisors). See www.dfaus.com.
    • location

      Headquarters:8335 Allison Pointe Trl Ste 135, Indianapolis, Indiana, United States

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    • Wealthpoint Advisors phone

      Phone Number: +1 317-818-1040

    • Wealthpoint Advisors website

      Website: https://www.wealthpointadv.com

    • Wealthpoint Advisors employees

      Employees:8

    • Wealthpoint Advisors revenue

      Revenue:$1 - 10M

    • Wealthpoint Advisors legal name

      Legal Name:Wealthpoint Advisors

    • Wealthpoint Advisors's Social Media

      Wealthpoint Advisors linkedin Wealthpoint Advisors facebook Wealthpoint Advisors twitter
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    President for Wealthpoint Advisors

    Brent Walker

    President

    Person level website visitor identification

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    View Employees

    Brent Walker

    President

    Frequently Asked Questions regarding Wealthpoint Advisors

    • Where are Wealthpoint Advisors's Headquarters?

      Wealthpoint Advisors's Headquarters are in 8335 Allison Pointe Trl Ste 135,Indianapolis,Indiana,United States

    • What is Wealthpoint Advisors's phone number?

      Wealthpoint Advisors's phone number is +1 317-818-1040

    • What is Wealthpoint Advisors's official website?

      Wealthpoint Advisors's official website is https://www.wealthpointadv.com

    • What is Wealthpoint Advisors's Revenue?

      Wealthpoint Advisors's revenue is $1 - 10M

    • What is Wealthpoint Advisors's NAICS code?

      Wealthpoint Advisors's NAICS code is 523930

    • How many employees are working in Wealthpoint Advisors

      Wealthpoint Advisors has 8 employees

    • What is Wealthpoint Advisors's Industry?

      Wealthpoint Advisors is in the industry of Financial Services

    • Who is Wealthpoint Advisors's President?

      Wealthpoint Advisors's President is Brent Walker

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