Firm
Vestpointe Wealth Management
Scottsdale, Arizona
Fee-only
Vestpointe Wealth Management at a glance
- One of 212 fee-only firms based in Arizona in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 3 employees and 89 individual clients, 44 of them high net worth.
- Its average account is about $392,000 (assets it manages divided by its 423 accounts).
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Scottsdale, Arizona |
|---|---|
| Website | vestpointe.com |
| [email protected] | |
| Phone | (602) 212-1040 |
Vestpointe Wealth Management fees
Vestpointe Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $166 million |
| Individual clients | 45 |
| High-net-worth clients | 44 |
| Accounts managed | 423 |
| Employees | 3 |
| Planning clients | 0 |
| Registered with | The SEC (801-122250) |
| Financial planning | Offered |
| Form ADV filed | March 5, 2026 |
| SEC record | CRD 132591 |