Drew Schlotter, CFP® On Point FP

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About Drew Schlotter, CFP®

I am Drew Schlotter, CFP®, Founder of On Point Financial Planning. My mission is to facilitate clients living life by design, instead of by default, through clarity of vision, the necessary knowledge and modern tools for implementation. Whether you’re a young doctor early in your practice or military/veteran transitioning to civilian life, I want to help you along your journey to achieving your great life.

Prior to founding On Point FP, I worked at several financial planning firms ranging from a small fee-only firm where I focused on a handful of clients to a large fee-based multi-office firm where I supported 10 advisors serving almost one thousand households.

I graduated from Texas A&M University with a Bachelor of Science in Psychology and a minor in Financial Planning. Between my sophomore and junior years, I took a 10-year sabbatical, serving in the US Navy as an Intelligence Specialist, with a focus on Counter Terrorism. I spent five years stationed overseas in the United Kingdom supporting NATO operations, and then four years in San Diego as part of NSW Special Reconnaissance Team One with two deployments with SEAL Team Three.

I spend most of my free time with my wife, Samantha, my new baby girl, Tabitha and our giant dog Comanche. I love spending time playing basketball, in the woods camping, mountain biking or driving over an off-road 4×4 trail.

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Ideal Clients

  • Gen Y/Millennials
  • Medical Professionals
  • Military & Veterans

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $250+/mo
  • Assets Under Management: 0.65%

SEC Records

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