AllPoint Financial Group provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 1–10 clients last fiscal year.
AllPoint Financial Group reports 431 clients. They include 288 individual clients and 143 high-net-worth individuals. Of its assets, 100.0% ($117M across 721 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 67% | 31% |
| High-net-worth individuals | 33% | 69% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 288 | $36.4M | 31.2% | $127K |
| High-net-worth individuals | 143 | $80.1M | 68.6% | $560K |
| Pension and profit-sharing plans | Fewer than 5 | $150K | 0.1% | — |
| Charitable organizations | Fewer than 5 | $23.9K | 0.0% | — |
| Corporations and other businesses | Fewer than 5 | $42.5K | 0.0% | — |
| Total | 431 | $117M | 100% | — |
- Clients
- 288
- Regulatory AUM
- $36.4M
- AUM share
- 31.2%
- Avg. per client
- $127K
- Clients
- 143
- Regulatory AUM
- $80.1M
- AUM share
- 68.6%
- Avg. per client
- $560K
- Clients
- Fewer than 5
- Regulatory AUM
- $150K
- AUM share
- 0.1%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $23.9K
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $42.5K
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 431
- Regulatory AUM
- $117M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
AllPoint Financial Group charges 1.75% a year for its Asset Management. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning & Consulting
- Financial planning and consulting is billed hourly at $250 or as a flat fee typically from $2,500 to $5,000, with a retainer of up to 50 percent.
Brian Monske owns 25% to 50% of AllPoint Financial Group. The leadership team of AllPoint Financial Group includes Chief Compliance Officer Ernest Renner. It has 5 employees, 4 of them in advisory roles.
Leadership
- Ernest RennerManaging Director & Chief Compliance Officer
- Lorene BusseDirector of Operations
- Brian MonskeManaging Director
- Bradley ScottManaging Director
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 4 in advisory functions
- 4 state-registered reps
- 5 broker-dealer reps
- 4 insurance agents
- Owns 25% to 50% of Allpoint Financial Group LLC
Brian Monske
Control person · since December 2020
- Owns 25% to 50% of Allpoint Financial Group LLC
Ernest Renner
Control person · since December 2020
- Owns 25% to 50% of Allpoint Financial Group LLC
Bradley Scott
Control person · since December 2020
- Owns 10% to 25% of Allpoint Financial Group LLC
Lorene Busse
since October 2021
Besides its headquarters, AllPoint Financial Group has 4 offices, with 5 listed addresses in California.
California · 5 listed addresses
- 765 Baywood Drive, Suite 147, PetalumaHQ
- 833 Franklin St., Napa
- 833 Franklin St, Napa
- 665 N State Street, Ukiah
- 50 Old Courthouse Square, Santa Rosa
Contact and registration details
- Legal name
- Allpoint Financial Group LLC
- Headquarters
- 765 Baywood Drive, Suite 147, Petaluma, CA 94954
- Website
- allpointfg.com
- Phone
- 707-303-7000
- SEC file
- 801-136736
- Structure
- California LLC
- Fiscal year end
- December
AllPoint Financial Group uses LPL Financial ($117M) as custodian for its separately managed accounts. AllPoint Financial Group does not have custody of client assets.
- LPL FinancialLPL Financial LLC · Fort Mill, SC · $117M100%
At year end, AllPoint Financial Group’s separately managed accounts were largely in funds (49%) and stocks (30%).
What the accounts hold
- Stocks30%
- Exchange-traded equities29%
- Non-exchange-traded equities1%
- Funds49%
- Bonds8%
- U.S. government and agency bonds7%
- High-yield corporate bonds1%
- Cash14%
How many clients does AllPoint Financial Group have?
AllPoint Financial Group has 431 clients and manages $117 million for them, as of June 2026. They include 288 individual clients and 143 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 June 2026
What services does AllPoint Financial Group offer?
AllPoint Financial Group provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does AllPoint Financial Group charge?
AllPoint Financial Group charges 1.75% a year for its Asset Management. The fee is billed in advance and is negotiable.
Source: ADV PART 2A- ALLPOINT FINANCIAL GROUP, filed 12 June 2026
Which custodians does AllPoint Financial Group use?
AllPoint Financial Group’s separately managed account assets are held at LPL Financial LLC (Fort Mill, SC), with $117M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 June 2026
How many financial advisors does AllPoint Financial Group have?
AllPoint Financial Group has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. 5 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does AllPoint Financial Group invest in?
At the end of its last fiscal year, AllPoint Financial Group’s separately managed accounts held 49% registered funds (mutual funds, ETFs, BDCs), 29% exchange-traded equities, 14% cash and equivalents, 7% U.S. government and agency bonds, 1% non-exchange-traded equities and 1% high-yield corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns AllPoint Financial Group?
AllPoint Financial Group’s direct owners are Brian Monske, Ernest Renner, Bradley Scott and Lorene Busse, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 12 June 2026
How does AllPoint Financial Group get paid?
AllPoint Financial Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact AllPoint Financial Group?
AllPoint Financial Group’s main office is at 765 Baywood Drive, Suite 147, Petaluma, CA 94954. Its phone number is 707-303-7000. Its website is allpointfg.com.