# ONPOINT FINANCIAL ADVICE, LLC

ONPOINT FINANCIAL ADVICE, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/mike-knipstein-7215a7ba

## Regulatory record

- **CRD number:** 337503
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/337503

## About

Onpoint Financial Advice, LLC is a state-registered investment adviser. It has one employee and one investment adviser.

## Questions

### Is ONPOINT FINANCIAL ADVICE, LLC a fiduciary?

As a registered investment advisor (RIA), ONPOINT FINANCIAL ADVICE, LLC is legally bound to act as a fiduciary under the Investment Advisers Act of 1940, meaning it must prioritize client interests ahead of its own. This obligates the firm to disclose all conflicts of interest and adhere to a duty of loyalty and care (per SEC regulations).

### What services does ONPOINT FINANCIAL ADVICE, LLC offer?

The firm provides financial planning, portfolio management, and retirement planning services to individual and family clients. Its offerings are typical for an RIA, focusing on goal-based asset allocation, tax-aware investing, and risk management.

### Where is ONPOINT FINANCIAL ADVICE, LLC headquartered?

The firm's physical headquarters address is not publicly disclosed in available records. As a registered investment advisor, it is required to maintain a principal place of business in the United States, but specific location details are not verifiable at this time.

### Who manages ONPOINT FINANCIAL ADVICE, LLC?

The principals and investment team are not publicly identified through accessible sources. Without a LinkedIn profile or team page, the names of key decision-makers remain unknown.

## Related profiles

- [Countryside Financial LLC](https://altss.com/profile/countryside-financial-llc)
- [Rothwell Investment Advisors](https://altss.com/profile/rothwell-investment-advisors)

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Last updated: 2026-06-03T20:00:00.000Z

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