Riverpoint 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.

Flat or project fee

$2,000⁠-⁠$50,000

“Financial planning and consulting arrangements typically range from $2,000 to $50,000, depending on the nature and complexity of each client’s circumstances.”

Annual fee

$5,000/yr

“The fee will not exceed $5,000 annually.”

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

How Riverpoint Wealth Management bills

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

• “Annualized fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
• “Fees are negotiable and will either be directly invoiced to clients or deducted from a non-qualified account managed by our firm.”
• “Cycle 1 is billed in January, April, July and October.”

How Riverpoint Wealth Management’s fees compare

• Its flat or project fee of $2,000-$50,000 spans the Illinois median of $4,500. 96% of the 175 other Illinois planners that publish a flat or project fee charge less.
• 38 of the 41 other planners in Chicago that publish a flat or project fee charge less.
• Its annual fee of $5,000 is below the Illinois median of $7,500. 30% of the 77 other Illinois planners that publish an annual fee charge less.
• 9 of the 25 other planners in Chicago that publish an annual fee charge less.

About Riverpoint Wealth Management

• Firm size: 6 employees.
• Registered as an adviser: 2013 (13 years).

Planning areas mentioned in the brochure

• College planning

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.35% a year

Minimum

$250,000 in assets (stated in brochure)

Clients

216

Employees

6

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$906,237,138

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

168346

Website

linkedin.com/company/riverpoint-wealth-management (opens in new tab)

Phone

(312) 239-1330

Can advise clients in 7 states: California, Colorado, Florida, Illinois, Michigan, Texas, Wisconsin

Other planners in Chicago that publish fees

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• Altman AdvisorsChicago$500/hr, $25,000
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• Bayworth CapitalChicago$1,000⁠-⁠$10,000
• Blute Financial CoachingChicago$75/hr
• Bold Vision FinancialChicago$385/hr, $120⁠-⁠$500/mo

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