Pivotpoint Advisors, LLC fees and pricing
Financial planner in Las Vegas, Nevada. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 29, 2026, Pivotpoint Advisors, LLC charges $100 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100/hr
“Hourly fees are charged at a rate of $100.00 per planner-hour, including meeting time and preparation time (“Hourly Fee”).”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Pivotpoint Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Such restrictions must be communicated to the Firm in advance and documented in writing.”
- “Other Consulting Services Other Consulting Services include financial advice and/or analysis of a specific client objective or situation, as defined and agreed on by the client and the Firm in advance.”
- “Clients pay a flat quarterly retainer fee (“Flat Quarterly Retainer”) in an amount agreed in advance and set forth in the Client Agreement.”
How Pivotpoint Advisors, LLC’s fees compare
- Its hourly rate of $100 is below the Nevada median of $300. None of the 64 other Nevada planners that publish an hourly rate charge less.
- None of the 24 other planners in Las Vegas that publish an hourly rate charge less.
About Pivotpoint Advisors, LLC
“This service is a primary focus of the Firm’s practice, and the Firm’s retail investment management relationships are developed in significant part through its relationships with retirement plan sponsors and participants.”
- Founded: 2020 (6 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Insurance analysis
- 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
- Clients
- 11
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $840,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 310287
- Phone
- (702) 900-6972
Other planners in Las Vegas that publish fees
- Adaptive Wealth EngineeringLas Vegas$500/hr
- Backbone Planning Partners LLCLas Vegas$500-$15,000, $5,000-$50,000/yr
- Bird Spring Financial LLCLas Vegas$350-$500/hr, $525-$7,500
- Black Card CircleLas Vegas$350/hr, $1,500-$50,000
- Buckley WealthLas Vegas$50,000, $50,000/yr
- Clarity Council Financial, LLCLas Vegas$200/hr, $1,000
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.