Clear Point

Clear Point at a glance

• One of 305 fee-only firms based in Virginia in the Wellspent graph.
• 1 advisor is listed here, who holds the CFA.
• Its Form ADV reports 1 employee and 12 individual clients, 10 of them high net worth.

Fee-only advisors in Virginia · What fee-only advisors charge in Virginia

Facts

Clear Point fees

Clear Point 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

Advisors at this firm (1)

• John Philips

  CFA