ACTION POINT FINANCIAL PLANNING, LLC
Legal name: FIDUCIARY FINANCIAL ADVISORS
CRD #172103 SEC #801-120619 GRAND RAPIDS, MI 616-622-3062
SEC Registered Private Funds
Total AUM
$1.2B
Discretionary
$1.2B
Employees
38
Clients
251
Accounts
2,035
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $1.2B | $1.2B | $0 | 38 | 0 |
| Aug 2025 | $1.2B | $1.2B | $0 | 38 | 0 |
| Aug 2025 | $1.2B | $1.2B | $0 | 38 | 0 |
| Mar 2025 | $1.2B | $1.2B | $0 | 38 | 0 |
| Dec 2024 | $555.4M | $545.4M | $10.1M | 27 | 0 |
| Sep 2024 | $555.4M | $545.4M | $10.1M | 27 | 0 |
| Jul 2024 | $555.4M | $545.4M | $10.1M | 27 | 0 |
| Jun 2024 | $555.4M | $545.4M | $10.1M | 27 | 0 |
| May 2024 | $555.4M | $545.4M | $10.1M | 27 | 0 |
| Apr 2024 | $555.4M | $545.4M | $10.1M | 27 | 0 |
| Mar 2024 | $555.4M | $545.4M | $10.1M | 27 | 0 |
| Jan 2024 | $352.2M | $345.7M | $6.5M | 27 | 0 |
| Dec 2023 | $352.2M | $345.7M | $6.5M | 27 | 0 |
| Nov 2023 | $352.2M | $345.7M | $6.5M | 27 | 0 |
| Nov 2023 | $352.2M | $345.7M | $6.5M | 27 | 0 |
| Jul 2023 | $352.2M | $345.7M | $6.5M | 27 | 0 |
| Jun 2023 | $352.2M | $345.7M | $6.5M | 27 | 0 |
| Apr 2023 | $352.2M | $345.7M | $6.5M | 27 | 0 |
| Mar 2023 | $352.2M | $345.7M | $6.5M | 27 | 0 |
| Mar 2023 | $352.2M | $345.7M | $6.5M | 27 | 0 |
| Feb 2023 | $323.7M | $323.2M | $450K | 16 | 0 |
| Jan 2023 | $323.7M | $323.2M | $450K | 16 | 0 |
| Oct 2022 | $323.7M | $323.2M | $450K | 16 | 0 |
| Oct 2022 | $323.7M | $323.2M | $450K | 16 | 0 |
| Jun 2022 | $323.7M | $323.2M | $450K | 16 | 0 |
| Mar 2022 | $323.7M | $323.2M | $450K | 16 | 0 |
| Mar 2022 | $323.7M | $323.2M | $450K | 16 | 0 |
| Mar 2022 | $323.7M | $323.2M | $450K | 16 | 0 |
| Feb 2022 | $174.1M | $170.2M | $3.9M | 12 | 0 |
| Sep 2021 | $174.1M | $170.2M | $3.9M | 12 | 0 |
| Sep 2021 | $174.1M | $170.2M | $3.9M | 12 | 0 |
| Mar 2021 | $174.1M | $170.2M | $3.9M | 11 | 0 |
| Mar 2021 | $174.1M | $170.2M | $3.9M | 11 | 0 |
| Feb 2021 | $174.1M | $170.2M | $3.9M | 11 | 0 |
DateOct 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees38
Clients0
DateAug 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees38
Clients0
DateAug 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees38
Clients0
DateMar 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees38
Clients0
DateDec 2024
Total AUM$555.4M
Discretionary$545.4M
Non-Disc.$10.1M
Employees27
Clients0
DateSep 2024
Total AUM$555.4M
Discretionary$545.4M
Non-Disc.$10.1M
Employees27
Clients0
DateJul 2024
Total AUM$555.4M
Discretionary$545.4M
Non-Disc.$10.1M
Employees27
Clients0
DateJun 2024
Total AUM$555.4M
Discretionary$545.4M
Non-Disc.$10.1M
Employees27
Clients0
DateMay 2024
Total AUM$555.4M
Discretionary$545.4M
Non-Disc.$10.1M
Employees27
Clients0
DateApr 2024
Total AUM$555.4M
Discretionary$545.4M
Non-Disc.$10.1M
Employees27
Clients0
DateMar 2024
Total AUM$555.4M
Discretionary$545.4M
Non-Disc.$10.1M
Employees27
Clients0
DateJan 2024
Total AUM$352.2M
Discretionary$345.7M
Non-Disc.$6.5M
Employees27
Clients0
DateDec 2023
Total AUM$352.2M
Discretionary$345.7M
Non-Disc.$6.5M
Employees27
Clients0
DateNov 2023
Total AUM$352.2M
Discretionary$345.7M
Non-Disc.$6.5M
Employees27
Clients0
DateNov 2023
Total AUM$352.2M
Discretionary$345.7M
Non-Disc.$6.5M
Employees27
Clients0
DateJul 2023
Total AUM$352.2M
Discretionary$345.7M
Non-Disc.$6.5M
Employees27
Clients0
DateJun 2023
Total AUM$352.2M
Discretionary$345.7M
Non-Disc.$6.5M
Employees27
Clients0
DateApr 2023
Total AUM$352.2M
Discretionary$345.7M
Non-Disc.$6.5M
Employees27
Clients0
DateMar 2023
Total AUM$352.2M
Discretionary$345.7M
Non-Disc.$6.5M
Employees27
Clients0
DateMar 2023
Total AUM$352.2M
Discretionary$345.7M
Non-Disc.$6.5M
Employees27
Clients0
DateFeb 2023
Total AUM$323.7M
Discretionary$323.2M
Non-Disc.$450K
Employees16
Clients0
DateJan 2023
Total AUM$323.7M
Discretionary$323.2M
Non-Disc.$450K
Employees16
Clients0
DateOct 2022
Total AUM$323.7M
Discretionary$323.2M
Non-Disc.$450K
Employees16
Clients0
DateOct 2022
Total AUM$323.7M
Discretionary$323.2M
Non-Disc.$450K
Employees16
Clients0
DateJun 2022
Total AUM$323.7M
Discretionary$323.2M
Non-Disc.$450K
Employees16
Clients0
DateMar 2022
Total AUM$323.7M
Discretionary$323.2M
Non-Disc.$450K
Employees16
Clients0
DateMar 2022
Total AUM$323.7M
Discretionary$323.2M
Non-Disc.$450K
Employees16
Clients0
DateMar 2022
Total AUM$323.7M
Discretionary$323.2M
Non-Disc.$450K
Employees16
Clients0
DateFeb 2022
Total AUM$174.1M
Discretionary$170.2M
Non-Disc.$3.9M
Employees12
Clients0
DateSep 2021
Total AUM$174.1M
Discretionary$170.2M
Non-Disc.$3.9M
Employees12
Clients0
DateSep 2021
Total AUM$174.1M
Discretionary$170.2M
Non-Disc.$3.9M
Employees12
Clients0
DateMar 2021
Total AUM$174.1M
Discretionary$170.2M
Non-Disc.$3.9M
Employees11
Clients0
DateMar 2021
Total AUM$174.1M
Discretionary$170.2M
Non-Disc.$3.9M
Employees11
Clients0
DateFeb 2021
Total AUM$174.1M
Discretionary$170.2M
Non-Disc.$3.9M
Employees11
Clients0