Brett
Adams
Decisionpoint Financial, LLC
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About this Advisor
Brett Adams is a financial advisor working out of Mesa, Arizona with 3 years of relevant experience. Adams is on the advisory team at Decisionpoint Financial, LLC. Throughout their career, they have worked at Brigham Young University, Intermountain Healthcare and Decisionpoint Financial, LLC. Adams has a Series 65 license, qualifying them as an investment advisor representative, and is approved to operate in Arizona. Decisionpoint Financial, LLC is a registered investment business based in Mesa, AZ. The investment advisory business has a total of 10 employees. It controls $574 million in assets under management among its 914 accounts, placing it among the bigger investment advisory firms in the nation by assets under management. Of its 914 client accounts, 22% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fee schedules usually depend on which services the firm provides the client. However, fees charged by Decisionpoint Financial, LLC most likely consist of some combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Decisionpoint Financial, LLC Brokerage Details
$573,924,206
10
914
$627,926
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Brett Adams Work History
Brett has been registered as a financial advisor for 3 years.*
Decisionpoint Financial, LLC
Intermountain Healthcare
Intermountain Healthcare
Brigham Young University
Brigham Young University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brett Adams to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Decisionpoint Financial, LLC
Mesa, AZ
Mesa, AZ
Gig Harbor, WA
Mesa, AZ
Mesa, AZ
Mesa, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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