Firm
Novapoint Capital
Atlanta, Georgia
Fee-only
Novapoint Capital at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 4 advisors are listed here; 2 of 4 hold the CFA.
- Its Form ADV reports 6 employees and 210 individual clients, 63 of them high net worth.
- Its average account is about $660,000 (assets it manages divided by its 812 accounts).
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Atlanta, Georgia |
|---|---|
| Website | novapointcapital.com |
| Phone | (404) 445-7885 |
Novapoint Capital fees
Novapoint Capital 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $536 million |
| Individual clients | 147 |
| High-net-worth clients | 63 |
| Accounts managed | 812 |
| Employees | 6 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-116881) |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 173663 |