Drew Schlotter
CFP®, CCFC
On Point FP
Founder & Financial Planner
Drew Schlotter
CFP®, CCFC
On Point FP
Founder & Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Drew Schlotter, CFP®, CCFC
Fee-Only financial planner located in Austin, TX, serving clients locally and across the country
Meet Drew Schlotter
Drew Schlotter is the founder and fee-only financial planner at On Point FP.
At On Point FP, 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.
So what does that mean?
Facilitate - You are the expert in what matters most to you. I am here to help you make it happen.
Living life by design - The most reliable way to live your most meaningful life is to have a plan to make it happen.
Clarity of Vision - We will use a proven methodology for gaining clarity around what is most important to you and then develop a vision for a life centered on your values.
Knowledge - You provide the expert knowledge on your values, and On Point FP provides the financial expertise.
Modern Tools - On Point FP uses the latest software to develop your plan and protect your personal data.
About Me
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.
Military Experience: Between my sophomore and junior years at Texas A&M University, 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.
Education: I graduated from Texas A&M University with a Bachelor of Science in Psychology and a minor in Financial Planning.
Drew Schlotter is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
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Drew Schlotter is a NAPFA Associate MemberThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Drew Schlotter
Office Locations:
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By Appointment
Round Rock, TX 78664
