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FACTORPOINT PLANNING, LLC

PITTSFORD, NY · CRD 341229 · IAPD ↗ · factorplanning.com · (585) 895-7506

$287.9MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
September 2026 — FACTORPOINT PLANNING, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
May 2026 — FACTORPOINT PLANNING, LLC (PITTSFORD, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.