Central Point Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,221,726
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
4
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
4
LowAverage account size
$305,432
About
Central Point Wealth Management LLC provides financial planning, ongoing portfolio management, and hourly financial consulting to individuals, trusts, estates and charitable organizations, and also works with corporations or business entities. Services include subscription-based financial planning and asset management offered on both discretionary and non-discretionary bases, along with ad-hoc consulting engagements.
The firm tailors investment strategies to each client’s stated objectives, time horizon and risk tolerance, drawing on methods such as modern portfolio theory and periodic account reviews to monitor allocations. A distinctive operational feature is that the firm’s reported assets under management are primarily non-discretionary, so client approval is obtained before executing transactions — a practice that is uncommon among independent advisers.
As a recently formed, small practice, the firm manages roughly four client relationships and about $1.84 million in client assets, and it discloses that its principal maintains a substantial outside role as a program manager that consumes most of his time. The combination of serving business/corporate clients and operating with largely non-discretionary, client-directed assets sets the firm apart from many solo independent advisors.
Client services
Financial planning
Portfolio management
Expertise
General tax planning
General retirement planning
Wealth management
Fee options
Financial planning fixed fee: Year 1: $1,250-$2,500; Years 2 and beyond: $500-$1,250 annually
0.25% annually
$100 per hour
Main office location
Central Point Wealth Management LLC
Beavercreek Township OH, United States
Number of offices
1
Most active in
Central Point Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")