Entrypoint Wealth Management fees and pricing

Published fees

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

Hourly rate

$300/hr

“Financial Planning engagements are offered at an hourly rate of $300 per hour.”

Flat or project fee

$1,200

“An engagement will begin with an estimated number of hours to fulfill the Financial Planning scope of work, and a $1,200 deposit will be made by the client.”

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

How Entrypoint Wealth Management bills

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

• “The asset management fee is billed and computed quarterly in advance based on the total assets under management on the last day of the previous quarter.”
• “For new clients, the fees for the first quarter will be charged in arrears using the value on the last day of the quarter and prorated from the date the securities settle in the account through the end of the quarter.”
• “If additions or withdrawals are made to or from an Account during a given quarter, management fees are not 2 prorated, and no refund or additional management fee is due.”

How Entrypoint Wealth Management’s fees compare

• Its hourly rate of $300 is above the Ohio median of $250. 63% of the 219 other Ohio planners that publish an hourly rate charge less.
• 9 of the 21 other planners in Cincinnati that publish an hourly rate charge less.
• Its flat or project fee of $1,200 is below the Ohio median of $3,250. 17% of the 199 other Ohio planners that publish a flat or project fee charge less.
• 6 of the 26 other planners in Cincinnati that publish a flat or project fee charge less.

About Entrypoint Wealth Management

• Principal: Christopher Ward
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Tax planning
• 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

Minimum

$2,500 minimum fee (stated in brochure)

Clients

22

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$21,532,760

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

310922

Website

entrypointwm.com (opens in new tab)

Phone

(859) 203-1414

Other planners in Cincinnati that publish fees

• 1TaxfinancialCincinnati$300/hr
• Adams and Co Financial ServicesCincinnati$500⁠-⁠$2,500
• Ajd WealthCincinnati$500/hr, $30,000
• Benchmark Wealth ManagementCincinnati$500⁠-⁠$50,000/yr
• Crew Capital Management, LTD.Cincinnati$10,000⁠-⁠$25,000/yr
• Daymark Wealth Partners, LLCCincinnati$350/hr, $1,500⁠-⁠$10,000

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