Clearpoint Wealth Management fees and pricing
Financial planner in Colleyville, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 12, 2026, Clearpoint Wealth Management charges $250 an hour and a flat or project fee of $7,500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Our hourly rate is $250.”
- Flat or project fee
- $7,500-$10,000
“Fixed fee rates range between $7,500 to $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Clearpoint Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
How Clearpoint Wealth Management’s fees compare
- Its hourly rate of $250 is below the Texas median of $275. 28% of the 468 other Texas planners that publish an hourly rate charge less.
- Its flat or project fee of $7,500-$10,000 is above the Texas median of $3,850. 78% of the 401 other Texas planners that publish a flat or project fee charge less.
About Clearpoint Wealth Management
- Principal: Ross Miller
- Firm size: 4 employees.
- Registered as an adviser: 2025.
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
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.2% a year
- Clients
- 42
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $68,045,106
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 337649
- Phone
- (817) 500-0014
Other planners in Colleyville that publish fees
- Heritage Retirement Advisors, LLCColleyville$350/hr
- 11 FinancialLufkin$250/hr, $50-$5,000
- 1900 WealthSan Antonio$350/hr, $1,500
- 360 Wealth CreationAustin$250/hr
- 3T Advisors LLCWaco$250/hr, $250-$10,000
- 7 Saturdays FinancialWylie$250/hr, $500-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.