Centerpoint Financial Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Hourly Fee engagements are offered at an hourly rate of $350 per hour.”

Flat or project fee

$5,000⁠-⁠$15,000

“The fee for a One-Time Financial Plan can range between $5,000 and $15,000, based upon complexity.”

Monthly fee

$500⁠-⁠$3,000/mo

“Ongoing Financial Planning Ongoing Financial Planning consists of an onboarding fee of $2,000 - $5,000, and an ongoing monthly fee, paid in advance, of $500 - $3,000.”

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

How Centerpoint Financial Management LLC bills

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

• “Both the onboarding and annual advisory fee are negotiable.”
• “Therefore, the onboarding portion of the fee will not be paid more than 6 months in advance.”
• “Fees can be directly debited from Client accounts, or the Client may choose to pay by check, credit card, debit credit or electronic funds transfer.”

How Centerpoint Financial Management LLC’s fees compare

• Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
• 18 of the 30 other planners in Irvine that publish an hourly rate charge less.
• Its flat or project fee of $5,000-$15,000 is above the California median of $5,000. 77% of the 796 other California planners that publish a flat or project fee charge less.
• 12 of the 19 other planners in Irvine that publish a flat or project fee charge less.

About Centerpoint Financial Management LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• 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

1% a year

Employees

1

Services reported to regulators

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

Assets managed

$7,388,317

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

306065

Website

centerpointfm.com (opens in new tab)

Phone

(949) 753-2875

Other planners in Irvine that publish fees

• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• Advanced Financial Strategies IncIrvine$200⁠-⁠$400/hr
• Am Wealth Solutions, LLCIrvine$250/hr
• Ascend Financial Advisers, IncIrvine$350/hr
• Beltramo Financial Services, Inc.Irvine$1,500⁠-⁠$5,000
• Capital CS Group, LLCIrvine$450/hr, $1,000⁠-⁠$50,000

Compare all 58 planners in Irvine