PlannerFees

Sunpointe Investments fees and pricing

Financial planner in St. Louis, Missouri. Registered with the SEC.

According to its Form ADV Part 2A brochure dated July 10, 2026, Sunpointe Investments charges a flat or project fee of $10,000 and an annual fee of $20,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 10, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$10,000
“Sunpointe offers financial planning services for a fixed annual engagement fee ranging from $10,000 and up, per engagement.”
Annual fee
$20,000/yr
“Sunpointe offers investment management services for assets under management and investment consulting services for assets under advisement for a fixed engagement fee ranging from $20,000 to $600,000 per year, charged quarterly.”

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

How Sunpointe Investments bills

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

  • “Fees for Advisory Services Investment Management and Consulting Services Investment advisory fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
  • “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
  • “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”

How Sunpointe Investments’ fees compare

  • Its flat or project fee of $10,000 is above the Missouri median of $3,550. 87% of the 77 other Missouri planners that publish a flat or project fee charge less.
  • 11 of the 13 other planners in St. Louis that publish a flat or project fee charge less.
  • Its annual fee of $20,000 is above the Missouri median of $6,000. 91% of the 45 other Missouri planners that publish an annual fee charge less.
  • 11 of the 11 other planners in St. Louis that publish an annual fee charge less.

About Sunpointe Investments

  • Firm size: 17 employees.
  • Founded: 2015 (11 years).

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% a year
Clients
309
Employees
17
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed
$790,729,786
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
282505
Website
sunpointeinvestments.com (opens in new tab)
Phone
(314) 880-0821

Can advise clients in 14 states: California, Connecticut, Florida, Kansas, Massachusetts, Maine, Michigan, Missouri, North Carolina, New Hampshire, New Jersey, New York, Pennsylvania, Texas

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