Every new Florida business filing, every dayHeritagePoint Financial Group
LUIS, Registered Agent
HeritagePoint Financial Group is a financial planning firm based in Eaton, Ohio, specializing in retirement planning and client-centered financial services. The website features educational content on retirement topics such as the 4% rule and Roth 401(k)s. The LLC's registered address is in Tampa, Florida, suggesting a multi-state presence or a separate legal entity.
Filed June 16, 2026 · Tampa, FL · Hillsborough County
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Florida Division of Corporations (Sunbiz) · Entity L26000330500 · Retrieved June 21, 2026
About HeritagePoint Financial Group
Heritage Point Financial LLC filed in Florida on June 16, 2026, as an active financial planning and retirement planning company based in Tampa. The owner, Luis, filed personally as the registered agent. The company's domain was registered over 11 years before the filing, on April 3, 2015, through GoDaddy, and its website is a modern FMG Suite site. We estimate revenue between $1 million and $10 million and 6 to 25 employees, with a brick-and-mortar footprint. No annual report or EIN on file yet.
- Domain registered 4,092 days before filing, indicating long-standing web presence.
- Filed personally by the owner, who is also the registered agent.
- Website built with FMG Suite, a platform for financial professionals.
- We estimate revenue of $1M-$10M and 6-25 employees.
- No annual report or EIN on file yet.
Compiled from the state record, the company's public web presence, and our own research; revenue, employee, and footprint figures are estimates, not verified financials. Updated August 24, 2026.
One of 2,091 new businesses registered in Tampa in June 2026, and the only financial planning business registered there that month.
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Filing Details
Verified Business Profile
Contact Information
Verified Website Profile
We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.
Frequently Asked Questions
When was HeritagePoint Financial Group registered?
HeritagePoint Financial Group was registered as FLAL on June 16, 2026 in Florida.
Where is HeritagePoint Financial Group located?
HeritagePoint Financial Group is based in Tampa, FL, 33614, in Hillsborough County.
What type of business is HeritagePoint Financial Group?
HeritagePoint Financial Group is classified as a financial planning business (retirement planning).
Is HeritagePoint Financial Group still active?
According to the Florida Division of Corporations, HeritagePoint Financial Group's current record status is "active".
Does HeritagePoint Financial Group have an EIN on file?
No EIN was found on file for HeritagePoint Financial Group at the time of registration.
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