Marc Schindler
Pivot Point Advisors, LLC · Bellaire, Texas
Marc Schindler is a fee-only financial advisor at Pivot Point Advisors, LLC in Bellaire, Texas, who holds the CFP credential. Pivot Point Advisors, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Pivot Point Advisors, LLC |
|---|---|
| Based in | Bellaire, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $141.7M across 305 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 1830780 |
| Exams passed | Series 63 (1988) · Series 65 (1995) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | pivotpointadvisors.com |
How Marc's firm compares
- Pivot Point Advisors, LLC's average account is about $464,000, from its Form ADV (assets managed divided by 305 accounts).
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Questions about Marc
Is Marc Schindler a fee-only financial advisor?
Yes. Marc Schindler is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Marc's firm.
How does Marc charge for financial advice?
Marc's firm, Pivot Point Advisors, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Marc Schindler based?
Marc Schindler is based in Bellaire, Texas.
What credentials does Marc Schindler hold?
Marc Schindler holds the CFP credential.
Is Marc Schindler registered with the SEC?
Yes. Marc Schindler is registered as an investment adviser representative in TX (CRD 1830780), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Pivot Point Advisors, LLC manage?
Pivot Point Advisors, LLC reports $141.7M across 305 accounts in assets under management.
How do I contact Marc Schindler?
Through Marc's website, pivotpointadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bellaire
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- 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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