# Decisionpoint Financial, LLC
Source: https://planprovider.pro/provider/decisionpoint-financial-llc

> Founded in 2018, Decisionpoint Financial, LLC is a fee-only fiduciary registered investment advisor that works with individuals, high-net-worth clients, and…

Retirement Plan Advisor

Mesa, AZ

## About Decisionpoint Financial, LLC

<p>Founded in 2018, Decisionpoint Financial, LLC is a fee-only fiduciary registered investment advisor that works with individuals, high-net-worth clients, and business owners on long-term planning and investment decisions.</p>

<p>Headquartered in Mesa in the Phoenix metro area, with an additional office in Gig Harbor in the Seattle–Tacoma region, the firm supports clients across multiple states. It reports $0.8B in assets under management (2026).</p>

<p>Decisionpoint Financial’s planning process covers practical topics that affect day-to-day finances and long-term outcomes, including investments, taxes, retirement, business planning, estate planning, life insurance, and gifting. Its team includes CERTIFIED FINANCIAL PLANNER™ professionals who coordinate these pieces into a single plan.</p>

<p>A key differentiator is its fee-only model paired with fiduciary practices focused on transparency, including conflict-of-interest disclosure and a defined code of ethics. The firm also offers 3(38) investment management services for retirement plans as part of its work with <a href="/plan-advisors">plan advisors</a> and other <a href="/retirement-plans">retirement plan providers</a>.</p>

<ul>
<li>Fee-only fiduciary RIA services</li>
<li>3(38) investment management for retirement plans</li>
<li>Investment management and retirement planning</li>
<li>Financial planning across taxes, estate planning, insurance, and gifting</li>
</ul>

Website: [https://decisionpointfinancial.com/](https://decisionpointfinancial.com/)

Founded: 2018

## Office Locations

- Mesa, AZ (Headquarters)

- Gig Harbor, WA

## Services Offered

- 3(38) Investment Manager

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $848.7M

## Team Members

- **Scott Johnson**, CFP®, CPFA®, AIF®

- **Matt Daley**, CFP®, AIF®

- **Joseph Weber**, CFS, CPFA®, AIF®, CDFA®

- **CJ Harrison**, CFP®, AIF®, CPFA®

## Other Retirement Plan Advisors in AZ

- [Integrated Financial Solutions, PLLC](https://planprovider.pro/provider/integrated-financial-solutions-pllc) - Tempe, AZ

- [Morgan Stanley](https://planprovider.pro/provider/morgan-stanley) - New York, NY

- [Sageview Advisory Group](https://planprovider.pro/provider/sageview-advisory-group) - Newport Beach, CA

- [Gallacher Capital Management, LLC](https://planprovider.pro/provider/gallacher-capital-management-llc) - Lone Tree, CO

- [Carson Wealth Management Group](https://planprovider.pro/provider/carson-wealth-management-group) - Omaha, NE

- [Acrylic Financial, Inc.](https://planprovider.pro/provider/acrylic-financial-inc) - Fountain Hills, AZ

- [J.m. Arbour, LLC](https://planprovider.pro/provider/jm-arbour-llc) - Hallowell, ME

- [Retirement Wealth Partners, LLC](https://planprovider.pro/provider/retirement-wealth-partners-llc) - Lafayette, LA

- [Tfo-tdc, LLC](https://planprovider.pro/provider/tfo-tdc-llc) - Maumee, OH

- [Fortem Financial Group, LLC](https://planprovider.pro/provider/fortem-financial-group-llc) - Palm Desert, CA

[View full interactive profile on PlanProvider.Pro](https://planprovider.pro/provider/decisionpoint-financial-llc)

&copy; 2026 PlanProvider.Pro