Pivot Point Wealth

Pivot Point Wealth at a glance

• One of 65 fee-only firms based in Kentucky in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 2 employees and 83 individual clients, 6 of them high net worth.
• Its average account is about $120,000 (assets it manages divided by its 251 accounts).

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

Facts

Pivot Point Wealth fees

Pivot Point Wealth 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 (1)

• Ryan Stith

  CFP