Arcpoint Financial Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“Services are offered based on an hourly fee of $400 per hour.”

Flat or project fee

$500⁠-⁠$10,000

“Services are offered based on a flat fee between $500 and $10,000.”

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

How Arcpoint Financial Advisors bills

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.”
• “For accounts opened or closed mid- 4- billing period, fees will be prorated based on the days services are provided during the given period.”
• “The annual fee is negotiable and may be charged as a percentage of the Included Assets.”

How Arcpoint Financial Advisors’ fees compare

• Its hourly rate of $400 is above the California median of $300. 74% of the 932 other California planners that publish an hourly rate charge less.
• 9 of the 10 other planners in Roseville that publish an hourly rate charge less.
• Its flat or project fee of $500-$10,000 spans the California median of $5,000. 53% of the 796 other California planners that publish a flat or project fee charge less.
• 3 of the 6 other planners in Roseville that publish a flat or project fee charge less.

About Arcpoint Financial Advisors

• Principal: Brian Souders
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2014 (12 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting

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

3% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

340567

Phone

(916) 825-9605

Other planners in Roseville that publish fees

• Bulman Wealth GroupRoseville$300
• Frederick, Mark D.Roseville$300/hr, $750⁠-⁠$15,000
• Hansen & Associates Financial Group Inc.Roseville$250/hr, $750⁠-⁠$10,000
• Olivehurst Advisors LLCRoseville$300/hr
• Process Wealth LLCRoseville$200/hr
• Rowland Financial ServicesRoseville$250/hr

Compare all 16 planners in Roseville