# Factorpoint Planning, LLC: new SEC registration, $288M AUM, Pittsford, NY

**Score:** 45/100

| Field | Value |
|---|---|
| Firm | Factorpoint Planning, LLC |
| Legal name | Factorpoint Planning, LLC |
| CRD | 341229 |
| Status | Approved |
| Registered with the SEC | 2026-04-06 |
| Latest Form ADV filing | 2026-08-03 |
| Location | Pittsford, NY, United States |
| Regulatory AUM | $287,933,766 |
| Accounts | 565 |
| Employees | 3 |
| Website | https://www.factorplanning.com |

## Why this score
- $288M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/341229). Last refreshed: 2026-10-28T20:49:58.746Z.
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.