PlannerFees

Decisionpoint Financial, LLC fees and pricing

Financial planner in Mesa, Arizona. Registered with the SEC.

According to its Form ADV Part 2A brochure dated August 31, 2026, Decisionpoint Financial, LLC charges $150⁠-⁠$300 an hour and a flat or project fee of $2,000⁠-⁠$15,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$150⁠-⁠$300/hr
“Registrant’s planning and consulting fees are negotiable, but generally range from $2,000 to $15,000 on a fixed fee basis, and from $150 to $300 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”
Flat or project fee
$2,000⁠-⁠$15,000

From the same sentence as above.

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

How Decisionpoint Financial, LLC bills

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

  • “In the limited event that the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice.”
  • “The Registrant shall generally deduct fees and/or bill clients quarterly in advance, based upon the market value of the client’s asset under management as of the last business day of the previous quarter.”
  • “Upon termination, the Registrant shall refund the prorated portion of the advanced advisory fee paid based upon the number of days remaining in the billing quarter.”

How Decisionpoint Financial, LLC’s fees compare

  • Its hourly rate of $150-$300 spans the Arizona median of $275. 28% of the 195 other Arizona planners that publish an hourly rate charge less.
  • 5 of the 10 other planners in Mesa that publish an hourly rate charge less.
  • Its flat or project fee of $2,000-$15,000 spans the Arizona median of $3,100. 82% of the 164 other Arizona planners that publish a flat or project fee charge less.
  • 10 of the 11 other planners in Mesa that publish a flat or project fee charge less.

About Decisionpoint Financial, LLC

“The Registrant provides discretionary investment advisory services on a fee-only basis. In addition, to the extent requested by the plan sponsor, the Registrant may also provide participant education designed to assist participants in identifying the appropriate investment strategy for their retirement plan accounts.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 18 employees.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

  • Tax planning
  • Estate planning

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
Clients
602
Employees
18
Works with
Individuals, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, and state and local governments
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
Assets managed
$1,224,256,610
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
296988
Website
dp457b.com (opens in new tab)
Phone
(480) 553-6249

Can advise clients in 10 states: Arkansas, Arizona, California, Florida, Idaho, Indiana, Montana, Texas, Utah, Washington

Other planners in Mesa that publish fees

Compare all 23 planners in Mesa

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.