Sharpepoint, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 16, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,200⁠-⁠$10,000

“Fixed fees range from $1,200 to $10,000 per project.”

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

How Sharpepoint, LLC bills

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

• “Asset Management – Fees for the initial month will be prorated based upon the number of calendar days in the calendar month that the advisory agreement is in effect.”
• “Fees are charged in advance on a monthly basis, meaning that advisory fees for each month are charged on the first day of the month.”
• “Clients who terminate investment advisory services during a month are charged a prorated advisory fee based on the date of SharpePoint’s receipt of client’s written notice to terminate.”

How Sharpepoint, LLC’s fees compare

• Its flat or project fee of $1,200-$10,000 spans the Arizona median of $3,100. 70% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 21 of the 30 other planners in Phoenix that publish a flat or project fee charge less.

About Sharpepoint, LLC

• Firm size: 5 employees.
• Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

• Business owners

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

479

Employees

5

Works with

Individuals, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, and charities

Services reported to regulators

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

Assets managed

$222,806,601

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

290719

Website

linkedin.com/company/sharpepoint-private-client-group (opens in new tab)

Phone

(480) 999-3033

Can advise clients in 8 states: Arizona, California, Colorado, Michigan, New Hampshire, New Mexico, Texas, Washington

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• Bledsoe Asset Management, LLCPhoenix$250/hr

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