W Wellspent Public advisor graph
Get matched
Wellspent public graph/Firms/ClearPoint Wealth Management
Firm

ClearPoint Wealth Management

Colleyville, Texas

Fee-only

ClearPoint Wealth Management at a glance

  • One of 690 fee-only firms based in Texas in the Wellspent graph.
  • 4 advisors are listed here; all hold the CFP.
  • Its Form ADV reports 4 employees and 42 individual clients, 18 of them high net worth.
  • Its average account is about $500,000 (assets it manages divided by its 136 accounts).
  • Its website says it's taking new clients.
  • It works with clients virtually as well as in person.

Specialties Retirement planning · Tax planning · Estate & legacy planning

Works with Retirees · Pre-retirees · Mid-life transitions

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

Facts

Based inColleyville, Texas
Websiteclearpointwealthmanagement.com
Phone(817) 500-0014

ClearPoint Wealth Management fees

What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.

Asset-based fee1.2% a year on the first tier of assets
How it chargesPercentage of assets

In the firm's words

"First $1,000,000 1.20% Fee" source
"We help pre-retirees and retirees age 50+ with $1M+ in assets" source
"Our compensation is a percentage of the assets we manage" source

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 byPercentage of assets · Hourly · Fixed fees
Assets managed$68 million
Individual clients24
High-net-worth clients18
Accounts managed136
Employees4
Planning clients26-50
Financial planningOffered
Form ADV filedFebruary 12, 2026
SEC recordCRD 337649

Advisors at this firm (4)

Other fee-only firms in Texas

Fee-only advisors in Texas