Firm
EntryPoint Wealth Management
Cincinnati, Ohio
Fee-only
EntryPoint Wealth Management at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 22 individual clients, 7 of them high net worth.
- Its average account is about $326,000 (assets it manages divided by its 66 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Cincinnati, Ohio |
|---|---|
| Website | entrypointwm.com |
| [email protected] | |
| Phone | (859) 203-1414 |
EntryPoint 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.
| Hourly | $300 an hour |
|---|---|
| Asset-based fee | 1.2% a year on the first tier of assets |
| How it charges | Percentage of assets · Hourly |
In the firm's words
"With a fee of $300 per hour and a minimum of 4 hours to start engagement" source
"First $500K 1.20%" source
"Our wealth management fee is charged as a percentage of assets under management" source
"With a fee of $300 per hour and a minimum of 4 hours to start engagement" 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 by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $22 million |
| Individual clients | 15 |
| High-net-worth clients | 7 |
| Accounts managed | 66 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 310922 |