Transparent Pricing

We publish our fees. Because you deserve to know.

Financial Planning Focused on Advice—Not Product Sales.

Every recommendation should serve your goals, not a sales quota. WealthPoint Financial provides personalized financial planning and investment guidance designed to help you make informed decisions with confidence.

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Core Services

Cash Flow Planning

Wondering where your money goes each month? We help you evaluate income, spending, and savings opportunities so you can improve cash flow, build flexibility, and make intentional financial decisions.

Education Planning

Education costs continue to rise faster than inflation. We help families develop smart savings strategies, optimize education accounts, and take advantage of available tax benefits and planning opportunities.

Tax Planning

Effective planning goes beyond filing a return. We evaluate deductions, credits, investment strategies, and long-term tax implications to help position you as efficiently as possible.

Debt Management

Whether it’s mortgages, student loans, or consumer debt, we help you create a repayment strategy that balances progress, cash flow, and long-term financial priorities.

Equity Compensation

Equity compensation can create significant opportunities and complex tax consequences. We help you evaluate stock options, RSUs, and company equity decisions with a focus on timing, diversification, and tax efficiency.

Real Estate Planning

Buying, selling, or investing in real estate often carries major financial and tax implications. We help you evaluate these decisions within the context of your overall financial plan.

Insurance & Estate Planning

Protecting your family and assets is a critical part of financial planning. We review insurance coverage, estate documents, beneficiary structures, and risk exposures to help ensure your plan is aligned and complete.

Retirement Planning

Retirement means different things to different people. Whether you plan to fully retire, transition gradually, or pursue new opportunities, we help build a strategy designed to support the lifestyle you want.

Investment Management

Your investment strategy should align with your goals, risk tolerance, and time horizons, not market noise. We build diversified, low-cost, tax-efficient portfolios designed to support long-term success.

Comprehensive Financial Planning

At WealthPoint Financial, comprehensive financial planning means more than a document. It means a trusted relationship, unconflicted advice, and a clear roadmap built around your life. We review and refine your plan as your circumstances evolve.

Charitable Planning and Giving

True wealth is measured by what you build and what you give back. We help you give intentionally through Donor Advised Funds, 529 education plans, and charitable gifting strategies that align with your values, support the people and causes you care about, so your wealth creates lasting impact.

Transparent Pricing

We Publish Our Fees. Because You Deserve to Know.

No minimums to get started. Comprehensive financial planning is included at every level, not an add-on. Our fee decreases as your portfolio grows, so larger clients pay a lower effective rate.

Assets Under Management Annual Advisory Fee

$1,000,001 - $3,000,000 0.90%
$3,000,001 - $5,000,000 0.80%
Above $5,000,000 Negotiable
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Fee Impact Calculator

Transparent pricing tailored to your financial needs. See how advisory fees impact your long-term investment growth.

WealthPoint vs. Wirehouse Fee Impact Calculator

See how fee structures alone can affect long-term outcomes when both portfolios earn the same gross return before fees. Adjust the assumptions below to compare the projected ending value, estimated fees, and wealth gap over time.

Portfolio Inputs

Fee Assumptions

Comparison Results

WealthPoint

Lower-cost starting assumption

0.45% total fee
Advisory fee 0.40%
Product fee 0.05%
Net return 9.55%
Ending value $1,433,027
Estimated fees paid $85,718
Contributions over time $480,001
Growth above contributions $953,026

Wirehouse

Traditional higher-fee starting assumption

1.50% total fee
Advisory fee 1.00%
Product fee 0.50%
Net return 8.50%
Ending value $1,254,003
Estimated fees paid $264,742
Contributions over time $480,001
Growth above contributions $774,002
Assuming a 10.00% gross annual return over 20 years, WealthPoint ends with $179,024 more than the Wirehouse comparison. Estimated lifetime fee drag is $85,718 for WealthPoint versus $264,742 for Wirehouse, a difference of $179,024.
This calculator is for educational illustration only. It assumes the same steady gross annual return for both portfolios, monthly compounding, and annual fees applied evenly across the year. It does not reflect taxes, trading costs, timing differences, or individual portfolio design. Real-world investment outcomes will vary.

Results are estimates for illustrative purposes only and do not constitute financial advice.

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What's Included

  • Comprehensive financial planning.
  • Portfolio management and investment guidance.
  • Tax-efficient investing strategies.
  • Retirement and Social Security planning.
  • Ongoing access to your advisor.
  • Bilingual service in English and Español.

Pricing Notes

Fees are billed quarterly in advance at the household level. Comprehensive financial planning is included at every service tier. A minimum annual fee of $2,000 applies for smaller accounts. All investments involve risk.

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Learn how personalized financial planning and transparent advice can help support your long-term success.

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