Westward Planning Group
42yrs
Top advisor by experience in Narberth
15yrs
Frederick Bruenner
Full name on record: Frederick P Bruenner
Financial advisor at Fort Point Capital Partners
Frederick Bruenner has worked in the financial industry for 15 years and is a financial advisor based in Narberth, Pennsylvania. After six years at Cypress Point Capital Management, Frederick joined Fort Point Capital Partners in 2024, a firm offering financial planning, investment management, and private fund management. Frederick holds the CFA designation.
At a glance
Experience15 years (since 2012)
How that compares ?15 years in the industry
OfficeNarberth, PA
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$5.74 million
Advisors at the firm20
States licensed ?1 state
Services through Fort Point Capital Partners
Financial planningInvestment management for individuals and small businessesManaging private fundsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2024 – nowFort Point Capital Partners LLCCurrent firm
- Jan 2012 – Jun 2012Fort Point Capital Partners LLCPreviously
- 2012 – 2018Cypress Point Capital Management, LLCPreviously
Questions to ask Frederick
Tailored to Frederick’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Frederick
How do I contact Frederick?
Call Fort Point Capital Partners at (415) 449-0570 and ask for Frederick Bruenner. Frederick works from the Narberth, PA office.
How long has Frederick been a financial advisor?
Frederick has been in the industry since 2012, about 15 years. 15 years in the industry.
What licenses does Frederick hold?
Series 63. Tap any license on this page to see what it allows.
Is Frederick a fiduciary?
Frederick is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Frederick paid?
Fort Point Capital Partners reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Frederick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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