Point Wealth, LLC fees and pricing
Financial planner in Wausau, Wisconsin. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 26, 2026, Point Wealth, LLC charges $250 an hour and a monthly fee of $50-$1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“AND CONSULTING One-time planning and consulting Point Wealth charges an hourly fee of $250 for financial planning.”
- Monthly fee
- $50-$1,000/mo
“Ongoing planning and consulting Point Wealth charges a negotiable monthly fee between $50 and $1000 depending on complexity of the services and individual client situation.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Point Wealth, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
- “Fees for financial plans are due upon delivery of the completed plan.”
- “Fees for financial plans are due monthly in arrears.”
How Point Wealth, LLC’s fees compare
- Its hourly rate of $250 is below the Wisconsin median of $300. 23% of the 95 other Wisconsin planners that publish an hourly rate charge less.
About Point Wealth, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Tax planning
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
- 62
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $32,281,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 315625
- Phone
- (715) 870-2450
Other planners in Wausau that publish fees
- Borger Capital Management LLCWausau$300/hr
- Buska Wealth Management, LLCWausau$2,500
- 401K Investment ProfessionalsWaunakee$250/hr
- 808 InvestmentsEllsworth$200-$500/mo
- A-Team AdvisorsMedford$500/hr
- Adler FinancialOregon$175/hr
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.