PlannerFees

Bluepoint Wealth Advisors fees and pricing

Financial planner in Huntington Beach, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated June 25, 2026, Bluepoint Wealth Advisors charges a flat or project fee of $4,000⁠-⁠$20,000 and an annual fee of $7,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 25, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$4,000⁠-⁠$20,000
“Standalone Financial Planning Services Standalone Financial Planning Services are offered for a flat fee, generally ranging from $4,000 to $20,000, based on the complexity of the client’s financial situation.”
Annual fee
$7,500/yr
“Advisory fees are subject to a minimum annual fee of $7,500 for individual client relationships and $10,000 for joint or multi-person client relationships.”

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

How Bluepoint Wealth Advisors bills

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

  • “Fees could be negotiable based on factors such as the complexity of your financial situation or total assets under management.”
  • “Fees are typically 6 paid quarterly in arrears.”
  • “Our fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Bluepoint Wealth Advisors’ fees compare

  • Its flat or project fee of $4,000-$20,000 spans the California median of $5,000. 85% of the 796 other California planners that publish a flat or project fee charge less.
  • 4 of the 4 other planners in Huntington Beach that publish a flat or project fee charge less.
  • Its annual fee of $7,500 is above the California median of $6,250. 53% of the 224 other California planners that publish an annual fee charge less.

About Bluepoint Wealth Advisors

“Wealth Management Services BWA offers Wealth Management Services, which combine investment management and financial planning under a single advisory agreement. Investment Management As part of Wealth Management Services, BWA provides investment management services focused on managing individually tailored portfolios.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Jason Stein
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
3% a year
Minimum
$7,500 minimum fee (stated in brochure)
Clients
24
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Assets managed
$22,989,554
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
315850
Website
bluepointwealth.com (opens in new tab)
Phone
(949) 239-2127

Can advise clients in 2 states: California, Louisiana

Other planners in Huntington Beach that publish fees

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