Chris Ward
EntryPoint Wealth Management · Cincinnati, Ohio
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- High earners
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 |
| Assets under management | $21.5M across 66 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 4986642 |
| Exams passed | Series 63 (2005) · Series 66 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | entrypointwm.com |
| Profile |
How Chris's firm compares
- The hourly rate is $300, in line with the US median of $300 for fee-only firms that publish prices.
- EntryPoint Wealth Management's average account is about $326,000, from its Form ADV (assets managed divided by 66 accounts).
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Questions about Chris
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- EntryPoint Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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