Andrew Langdon, CFP®, EA FivePoints Financial Planning

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About Andrew Langdon, CFP®, EA

FivePoints Financial Planning was founded on the idea that people can accomplish more in life than they themselves believe is possible, whether due to financial constraints or societal norms. Want to start a business? Want to work reduced hours to spend more time with your children? Can I really afford to donate 10% of my income to charitable causes? We believe that with thoughtful planning and discipline it is possible to make scenarios like these a reality.

We strive to be an approachable resource for those seeking financial guidance. We want to eliminate the stigma around traditional financial services. When you work with us, you can expect a collaborative environment consisting of conversations focused on helping you find your ‘why’ as it relates to money.

At FivePoints, we believe transparency is imperative to any relationship, thus we work with clients on a fixed-fee basis, based on a combination of income, net worth, and complexity. We do not have any account or asset minimums and we do not accept commissions of any kind. It is our goal that in working together we are able to provide the value you expect and to be viewed as a trusted partner in your financial journey.

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Ideal Clients

  • College Planning
  • Coronavirus Relief
  • Gen Y/Millennials
  • Parents
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee

Fee Options

  • Monthly Fee: $250+/mo
  • Quarterly Fee: $750+/qtr

SEC Records

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