Pivot Point Advisors, LLC

Pivot Point Advisors, LLC at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 2 advisors are listed here; 1 of 2 hold the CFP.
• Its Form ADV reports 3 employees and 90 individual clients, 27 of them high net worth.
• Its average account is about $464,000 (assets it manages divided by its 305 accounts).

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

Facts

Pivot Point Advisors, LLC fees

Pivot Point Advisors, LLC 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

Advisors at this firm (2)

• Marc Schindler

  CFP

• Martin Gremm

Other fee-only firms in Bellaire

• Rexford Capital Wealth Management
• Bellaire Capital Management
• Ceera Investments
• Mercer Street Personal Financial Services

Fee-only advisors in Texas