CenterPoint Financial, Inc.
Montpelier, Vermont
CenterPoint Financial, Inc. at a glance
- One of 34 fee-only firms based in Vermont in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFP.
- Its Form ADV reports 6 employees and 163 individual clients, 91 of them high net worth.
- Its average account is about $266,000 (assets it manages divided by its 554 accounts).
Facts
| Based in | Montpelier, Vermont |
|---|---|
| Website | centerpoint-financial.com |
| [email protected] | |
| Phone | (802) 225-1314 |
Questions about CenterPoint Financial, Inc.
How is CenterPoint Financial, Inc. paid?
CenterPoint Financial, Inc.'s Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does CenterPoint Financial, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 3 advisors at CenterPoint Financial, Inc., and 2 hold the CFP.
What is the average account at CenterPoint Financial, Inc.?
CenterPoint Financial, Inc.'s average account is about $266,000. That's the assets on its Form ADV divided by its 554 accounts.
What does CenterPoint Financial, Inc. specialize in?
CenterPoint Financial, Inc.'s advisors and website list tax planning, retirement planning, estate & legacy planning and founders (pre-exit).
CenterPoint Financial, Inc. fees
CenterPoint Financial, Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $147 million |
| Individual clients | 72 |
| High-net-worth clients | 91 |
| Accounts managed | 554 |
| Employees | 6 |
| Planning clients | 0 |
| Registered with | The SEC (801-134923) |
| Financial planning | Offered |
| Form ADV filed | September 23, 2026 |
| SEC record | CRD 331226 |
Advisors at this firm (3)
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