# Chris Ward

> Chris Ward is a fee-only financial advisor at EntryPoint Wealth Management in Cincinnati, Ohio, who holds the CFP credential. Chris charges a percentage of assets and hourly fees ($300 an hour and 1.2% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/chris-ward/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** EntryPoint Wealth Management
- **Based in:** Cincinnati, Ohio
- **Fee model:** Percentage of assets; Hourly
- **Fees (firm's website):** $300 an hour; 1.2% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $21.5M across 66 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees, High earners
- **CRD:** 4986642 (https://adviserinfo.sec.gov/individual/summary/4986642)
- **SEC registration:** Investment adviser representative in OH
- **Exams passed:** Series 63 (2005), Series 66 (2007)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://entrypointwm.com

## Frequently asked questions

### Is Chris Ward a fee-only financial advisor?

Yes. Chris Ward is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Chris's firm.

### How does Chris charge for financial advice?

Chris charges a percentage of assets and hourly fees.

### How much does Chris charge?

According to EntryPoint Wealth Management's website, checked October 28, 2026: $300 an hour; 1.2% a year on the first tier of assets managed.

### Where is Chris Ward based?

Chris Ward is based in Cincinnati, Ohio.

### What does Chris specialize in?

Chris's specialties include retirement planning, tax planning and estate & legacy planning. Chris works with retirees, pre-retirees and high earners.

### What credentials does Chris Ward hold?

Chris Ward holds the CFP credential.

### Is Chris Ward registered with the SEC?

Yes. Chris Ward is registered as an investment adviser representative in OH (CRD 4986642), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does EntryPoint Wealth Management manage?

EntryPoint Wealth Management reports $21.5M across 66 accounts in assets under management.

### How do I contact Chris Ward?

Through Chris's website, entrypointwm.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/chris-ward-10184): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.entrypointwm.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.