Allpoint Financial Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Item 5 of Form ADV Part 2A has been amended to clarify that we offer financial planning and consulting services for either a $250 hourly rate or a flat fee ranging from $2,500 to $5,000, depending on the client arrangement.”

Flat or project fee

$2,500⁠-⁠$5,000

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Allpoint Financial Group bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Please note that fees are negotiable on a per client basis at our firm’s discretion.”
• “Please note that fees are negotiable on a per client basis at our firm’s discretion.”
• “We charge our advisory fees quarterly in advance based on the value of your account on the last day of the previous quarter.”

How Allpoint Financial Group’s fees compare

• Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
• None of the 5 other planners in Petaluma that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$5,000 is below the California median of $5,000. 42% of the 796 other California planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Petaluma that publish a flat or project fee charge less.

About Allpoint Financial Group

• Firm size: 5 employees.
• Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.75% a year

Clients

431

Employees

5

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$116,768,023

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

301028

Website

allpointfg.com (opens in new tab)

Phone

(707) 303-7000

Can advise clients in 7 states: Arizona, California, Colorado, Florida, Nevada, Oregon, Texas

Other planners in Petaluma that publish fees

• Breen Wealth Management, LLCPetaluma$400/hr
• Developing FinancialPetaluma$500⁠-⁠$1,000, $166⁠-⁠$2,000/mo
• Dobson Asset ManagementPetaluma$300/hr
• FPC Investment Advisory, Inc.Petaluma$400/hr
• Kruse Financial StrategyPetaluma$300/hr, $3,500⁠-⁠$10,000
• Sonoma Mountain Financial LLCPetaluma$300/hr, $1,687/qtr

Compare all 11 planners in Petaluma