DecisionPoint Financial

DecisionPoint Financial at a glance

• One of 212 fee-only firms based in Arizona in the Wellspent graph.
• 13 advisors are listed here; 6 of 13 hold the CFP.
• Its Form ADV reports 18 employees and 602 individual clients, 146 of them high net worth.
• Its average account is about $661,000 (assets it manages divided by its 1,853 accounts).
• It works with clients virtually as well as in person.

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

Facts

DecisionPoint Financial fees

DecisionPoint Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, one-time plans or projects. 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 (13)

• Brett Adams

• Chadd Peachey

  CFP

• Curtis Harrison

  CFP

• Devin Miller

• Jacob Laws

• Jessica Briggs

  CFP

• Jessica Wilhite

• Katherine Dow

• Kortney Bamrick

• Matthew Clawson

• Matthew Daley

  CFP

• Ryne Macpherson

  CFP

• Scott Johnson

  AIF · CFP · CPFA