Wrightpoint Wealth fees and pricing

Financial planner in Louisville, Kentucky. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 28, 2026, Wrightpoint Wealth charges an annual fee of $1,200 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 28, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee: $1,200/yr; “A minimum annual fee of $1,200 will apply to all client households.”

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

“We calculate your fee based on your account's value at the close of business on the last day of each quarter, and we bill you for our services quarterly in arrears (after each quarter ends).”

Its annual fee of $1,200 is below the Kentucky median of $5,000. 8% of the 13 other Kentucky planners that publish an annual fee charge less.
1 of the 5 other planners in Louisville that publish an annual fee charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2025.

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: 0.89% a year
Minimum: $1,200 minimum fee (stated in brochure)
Employees: 1
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $2,323,854
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 337969
Website: wrightpointwealth.com (opens in new tab)
Phone: (502) 575-0123

Is something on this page wrong or out of date?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.