PlannerFees

Counterpoint fees and pricing

Financial planner in Santa Fe, New Mexico. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 27, 2026, Counterpoint charges $300 an hour and a flat or project fee of $1,000⁠-⁠$2,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300/hr
“Hourly fees are $300 per hour.”
Flat or project fee
$1,000⁠-⁠$2,500
“Fixed fees range from $1,000 to $2,500.”

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

How Counterpoint bills

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

  • “Fees for Advisory Services Wealth Management Services Wealth management fees are paid in advance of each calendar quarter, pursuant to the terms of the wealth management agreement.”
  • “Fees may be negotiable at the sole discretion of the Advisor.”
  • “Therefore, the specific tax rate added to your invoice is based on the location of our firm's office where the services are performed, rather than your residential address.”

How Counterpoint’s fees compare

  • Its hourly rate of $300 matches the New Mexico median of $300. 42% of the 26 other New Mexico planners that publish an hourly rate charge less.
  • 4 of the 6 other planners in Santa Fe that publish an hourly rate charge less.
  • Its flat or project fee of $1,000-$2,500 is below the New Mexico median of $4,000. 19% of the 16 other New Mexico planners that publish a flat or project fee charge less.

About Counterpoint

  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2025.

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
1.5% a year
Employees
1
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed
$550,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
339041
Website
counter.finance (opens in new tab)
Phone
(415) 734-7208

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Is something on this page wrong or out of date?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.