# DATAPOINT FINANCIAL PLANNING

DATAPOINT FINANCIAL PLANNING is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** https://datapointfinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/david-e-barfield-cfp

## Regulatory record

- **CRD number:** 316445
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/316445

## About

Datapoint Financial Planning offers hourly financial advice to individuals, families, and small businesses. It is a fee-only firm that does not manage assets but provides specific investment advice tailored to clients’ circumstances. The firm uses a fiduciary fee-only hourly model with no asset-based fees, kickbacks, or commissions. Clients typically engage for comprehensive planning and then for ongoing questions or annual reviews.

## People

- David E. Barfield — CFP®, Founder
- David E. Barfield — CFP®, Owner

## Questions

### What is the difference between an RIA and a broker-dealer?

An RIA, such as DATAPOINT FINANCIAL PLANNING, provides advice for a fee and is legally bound by a fiduciary standard, requiring them to eliminate or disclose conflicts of interest. A broker-dealer executes trades on behalf of customers for a commission and is bound by Reg BI (Regulation Best Interest), which requires them to recommend products that are in the client's best interest but does not impose a continuous duty of care or loyalty outside of that transaction. This structural difference directly impacts how client portfolios are constructed.

## Related profiles

- [DATA Communications Management Corp.](https://altss.com/profile/data-communications-management-corp)
- [Daura Capital](https://altss.com/profile/daura-capital-corp)

---

Last updated: 2026-08-11T15:06:35.052Z

Canonical page: https://altss.com/profile/datapoint-financial-planning-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology