Clear Point Advisors, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“The rate for limited scope engagements is $300 per hour.”

Flat or project fee

$500⁠-⁠$5,000

“Fixed fees refer to written financial plans with fees ranging typically from $500 to $5,000, - 16 CLEAR POINT ADVISORS INC. depending on the complexity of the client’s financial situation.”

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

How Clear Point Advisors, Inc. bills

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

• “Fees are charged and calculated quarterly in arrears, based on the balance of each account at the end of each calendar quarter.”
• “An invoice that shows the calculation of our fee is included, generally as the last page of our quarterly portfolio statement to our clients.”
• “Clients are able to pay their quarterly fees by check or other means, if they request to do so in writing.”

How Clear Point Advisors, Inc.’s fees compare

• Its hourly rate of $300 matches the New York median of $300. 45% of the 301 other New York planners that publish an hourly rate charge less.
• 3 of the 5 other planners in Melville that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,000 spans the New York median of $4,500. 32% of the 251 other New York planners that publish a flat or project fee charge less.
• None of the 5 other planners in Melville that publish a flat or project fee charge less.

About Clear Point Advisors, Inc.

• Firm size: 4 employees.
• Credentials named in the brochure: CFP®, CPA, ChFC®, and CFA.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 1998 (28 years).

Planning areas mentioned in the brochure

• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Minimum

$500,000 in assets (stated in brochure)

Clients

147

Employees

4

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

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

Assets managed

$253,408,647

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

111775

Website

cptadvisors.com (opens in new tab)

Phone

(631) 333-2222

Can advise clients in 6 states: California, Connecticut, Florida, New Jersey, New York, Texas

Other planners in Melville that publish fees

• Four Corners FinancialMelville$2,500⁠-⁠$10,000/yr
• Heller Wealth ManagementMelville$150⁠-⁠$400/hr, $1,500⁠-⁠$5,000
• J.j. Burns & CompanyMelville$3,000⁠-⁠$30,000/yr
• Landmark Wealth Management, LLCMelville$250/hr
• Li Wealth Management IncMelville$250/hr, $7,500
• Pelkonen and Associates LLCMelville$3,000⁠-⁠$22,500

Compare all 15 planners in Melville