Central Point Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100/hr

“- 2– FINANCIAL CONSULTING CPWM charges an hourly fee of $100 per hour for financial consulting.”

Annual fee

$500⁠-⁠$2,500/yr

“Holistic Financial Plan Year 1 Year 2 Year 3-N Annual Fee $1250-$2500 $500-$1250 $500-$1250 Lower fees for comparable services may be available from other sources.”

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

How Central Point Wealth Management LLC bills

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

• “Fees are charged upon completion of the service or annually in arrears and are billed directly to the Client.”
• “Upon termination of the Agreement, the fee will be prorated, and any unpaid earned fees will be due to the CPWM.”
• “Fees are charged annually in arrears and are billed directly to the Client.”

How Central Point Wealth Management LLC’s fees compare

• Its hourly rate of $100 is below the Ohio median of $250. 2% of the 219 other Ohio planners that publish an hourly rate charge less.
• Its annual fee of $500-$2,500 is below the Ohio median of $5,000. 15% of the 79 other Ohio planners that publish an annual fee charge less.

About Central Point Wealth Management LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

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

Clients

4

Employees

1

Works with

Individuals and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$1,842,439

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

330412

Website

centralpointwealth.com (opens in new tab)

Phone

(614) 352-8109

Other planners in Ohio that publish fees

• 1TaxfinancialCincinnati$300/hr
• Aan Wealth Advisors LLCCanton$250/hr
• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr
• Accountable Financial Planning LLCWesterville$200/hr, $2,500/yr
• Adams and Co Financial ServicesCincinnati$500⁠-⁠$2,500
• Advocate Wealth SolutionsDublin$300⁠-⁠$3,000/hr

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