Firm
Towerpoint Wealth
Sacramento, California
Fee-only
Facts
| Based in | Sacramento, California |
|---|---|
| Website | towerpointwealth.com |
| [email protected] | |
| Phone | (916) 405-9140 |
Towerpoint Wealth 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.
| One-time plan | From $2,500 |
|---|---|
| Asset-based fee | 1.3% a year on the first tier of assets |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"The fees for this separate service and deliverable range from $2,500-$5,000" source
"First $1,000,000 1.30%" source
"Towerpoint Wealth offers professional wealth management planning, counsel, and service for an annual asset-based fee" source
"The fees for this separate service and deliverable range from $2,500-$5,000" 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $561 million |
| Individual clients | 400 |
| Financial planning | Offered |
| Form ADV filed | June 5, 2026 |
| SEC record | CRD 288593 |