Alton Point Advisors, LLC fees and pricing

Financial planner in Westminster, Maryland. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 28, 2026, Alton Point Advisors, LLC charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150/hr; “In cases where Financial Planning Services are not included as a part of ongoing investment management, APA can offer Financial Planning Services for an hourly fee of $150 per hour.”

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

“Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
“Prorated fee adjustments may be made to reflect capital flows or changes in billable assets that occur during a billing quarter.”
“If margin is utilized, the fees will be billed based on the net asset value of the account.”

Its hourly rate of $150 is below the Maryland median of $300. 2% of the 156 other Maryland planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2022 (4 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 26
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $8,842,364
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 323001
Website: altonpointadvisors.com (opens in new tab)
Phone: (443) 308-3566

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