Firm
Pillar Point Wealth Management
San Francisco, California
Fee-only
Facts
| Based in | San Francisco, California |
|---|---|
| Website | pillarpointwealth.com |
| [email protected] | |
| Phone | (415) 295-2333 |
Pillar Point Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $4,200 a year |
|---|---|
| Asset-based fee | 0.95% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"$0 - $1,000,000 0.95%" source
"Fees range from $350 to $1000 , and are paid at the end of each month." source
"We charge a recurring fixed fee that covers gathering information, construction of your financial plan, and to support your ongoing planning needs." 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 · Fixed fees |
|---|---|
| Assets managed | $7 million |
| Individual clients | 5 |
| Financial planning | Offered |
| Form ADV filed | August 12, 2026 |
| SEC record | CRD 336538 |