Firm
Mountainpoint Investment Advisors
Bernardsville, New Jersey
Fee-only
Mountainpoint Investment Advisors at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 1 employee and 10 individual clients.
- Its average account is about $965,000 (assets it manages divided by its 22 accounts).
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Bernardsville, New Jersey |
|---|---|
| Website | mountainpoint-ia.com |
| Phone | (908) 516-4469 |
Mountainpoint Investment Advisors fees
Mountainpoint Investment 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 |
|---|---|
| Assets managed | $21 million |
| Individual clients | 10 |
| Accounts managed | 22 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 13, 2026 |
| SEC record | CRD 307307 |
Advisors at this firm (1)
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