Firm
Pointer Financial Advisors
Columbia, Maryland
Fee-only
Pointer Financial Advisors at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 5 employees and 157 individual clients, 61 of them high net worth.
- Its average account is about $334,000 (assets it manages divided by its 528 accounts).
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Columbia, Maryland |
|---|---|
| [email protected] | |
| Phone | (301) 804-0250 |
Pointer Financial Advisors fees
Pointer Financial 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 | $176 million |
| Individual clients | 96 |
| High-net-worth clients | 61 |
| Accounts managed | 528 |
| Employees | 5 |
| Planning clients | 0 |
| Registered with | The SEC (801-128061) |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 326745 |