Towerpoint Wealth, LLC fees and pricing
Financial planner in Sacramento, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 5, 2026, Towerpoint Wealth, LLC charges $350 an hour and a flat or project fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“The maximum hourly fee to be charged will not exceed $350.”
- Flat or project fee
- $10,000
“Flat fees will not exceed $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Towerpoint Wealth, LLC 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 be deducted from client account(s).”
- “In rare cases, our firm will agree to directly invoice.”
How Towerpoint Wealth, LLC’s fees compare
- Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
- 7 of the 10 other planners in Sacramento that publish an hourly rate charge less.
- Its flat or project fee of $10,000 is above the California median of $5,000. 77% of the 796 other California planners that publish a flat or project fee charge less.
- 11 of the 12 other planners in Sacramento that publish a flat or project fee charge less.
About Towerpoint Wealth, LLC
“Clients may choose to engage our firm, separately from our Wealth Management services, to provide a variety of financial planning and consulting services for the management of financial resources based upon an analysis of current situation, goals, and objectives.”
- Firm size: 9 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2017 (9 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Charitable giving
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
- 1.3% a year
- Clients
- 561
- Employees
- 9
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
- Assets managed
- $561,286,844
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 288593
- Phone
- (916) 405-9140
Can advise clients in 7 states: Arizona, California, Colorado, Nevada, Oregon, Texas, Washington
Other planners in Sacramento that publish fees
- Baluden FinancialSacramento$1,500-$2,400
- Boyd Wealth Management, LLCSacramento$5,000, $20,000/yr
- Burge FinancialSacramento$300/hr
- Deeringer Wealth Management, LLCSacramento$300-$350/hr, $2,000
- Endeavor Financial PlanningSacramento$300/hr, $3,000-$5,000/yr
- Financial ClientSacramento$299/mo
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.