Firm
Clear Point Advisors
Melville, New York
Fee-only
Clear Point Advisors at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the ChFC.
- Its Form ADV reports 4 employees and 147 individual clients, 82 of them high net worth.
- Its average account is about $606,000 (assets it manages divided by its 418 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Melville, New York |
|---|---|
| Website | cptadvisors.com |
| Phone | (631) 333-2222 |
Clear Point Advisors fees
Clear Point Advisors 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 |
|---|---|
| Assets managed | $253 million |
| Individual clients | 65 |
| High-net-worth clients | 82 |
| Accounts managed | 418 |
| Employees | 4 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-55390) |
| Financial planning | Offered |
| Form ADV filed | March 26, 2026 |
| SEC record | CRD 111775 |