Firm
Riverpoint Wealth Management
Chicago, Illinois
Fee-only
Facts
| Based in | Chicago, Illinois |
|---|---|
| Website | riverpointwealth.com |
| [email protected] | |
| Phone | (312) 239-1330 |
Riverpoint Wealth Management fees
Riverpoint Wealth Management 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 · Fixed fees |
|---|---|
| Assets managed | $906 million |
| Individual clients | 66 |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 168346 |