Five Point Investments fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“We offer hourly financial consulting services at a rate of $250 per hour, billed based on the hours completed.”

Flat or project fee

$500

“We charge a fixed fee of $500 for our Investment Account Setup Kit, which is due at the start of the engagement.”

Annual fee

$500/yr

“The minimum annual fee for this service is $500.”

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

How Five Point Investments bills

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

• “Fees are negotiable, and in some cases, Clients may pay different fees for similar services.”
• “If additional follow-up meetings are necessary during the setup process, they will be billed at $75 per meeting.”
• “If the engagement is terminated before completion, any prepaid but unearned fees will be refunded on a prorated basis, based on the percentage of work completed as of the termination date.”

How Five Point Investments’ fees compare

• Its hourly rate of $250 is below the New Jersey median of $300. 24% of the 174 other New Jersey planners that publish an hourly rate charge less.
• None of the 2 other planners in Lakewood that publish an hourly rate charge less.
• Its flat or project fee of $500 is below the New Jersey median of $5,000. 4% of the 168 other New Jersey planners that publish a flat or project fee charge less.
• None of the 2 other planners in Lakewood that publish a flat or project fee charge less.
• Its annual fee of $500 is below the New Jersey median of $6,318. None of the 47 other New Jersey planners that publish an annual fee charge less.

About Five Point Investments

• Principal: Boruch Terebelo
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• 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% a year

Minimum

$500 minimum fee (stated in brochure)

Employees

1

Services reported to regulators

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

Assets managed

$315,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

336858

Phone

(732) 540-1985

Other planners in Lakewood that publish fees

• Choice Asset Management LLCLakewood$250/hr
• Leatherback Investments LLCLakewood$5,000⁠-⁠$15,000, $500⁠-⁠$10,000/mo
• Onyx Wealth Management LLCLakewood$250/hr, $350⁠-⁠$5,000
• 3I Wealth Management LLCFairfield$1,500, $2,500/yr
• A.m. Perricone LLCShamong$20,000
• Able Wealth Management LLCToms River$250⁠-⁠$500/hr, $2,500⁠-⁠$100,000

Compare all 4 planners in Lakewood