Pivot Point Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“PPA offers Financial Plans for $3900 and consulting services for $250/hour.”

Flat or project fee

$3,900

From the same sentence as above.

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

How Pivot Point Advisors, LLC bills

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

• “In the case of a withdrawal of funds, the advisory fee refund is calculated by prorating the advisory fee for the withdrawn amount from the date of the withdrawal to the end of the quarter using the same methods as for additions.”
• “Any termination of this agreement before the end of a quarter shall be treated as a full withdrawal as of the termination date for the purpose of calculating prorated advisory fees.”
• “Fees are negotiable in certain limited circumstances.”

How Pivot Point Advisors, LLC’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.
• 1 of the 2 other planners in Bellaire that publish an hourly rate charge less.
• Its flat or project fee of $3,900 is above the Texas median of $3,850. 50% of the 401 other Texas planners that publish a flat or project fee charge less.

About Pivot Point Advisors, LLC

• Firm size: 3 employees.
• Founded: 2004 (22 years).

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

1.5% a year

Clients

90

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$141,671,752

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

130562

Website

linkedin.com/company/pivot-point-advisors (opens in new tab)

Phone

(713) 715-7000

Other planners in Bellaire that publish fees

• Rexford CapitalBellaire$300⁠-⁠$500/hr
• Ridgeback Capital ManagementBellaire$150⁠-⁠$250/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

Compare all 5 planners in Bellaire