Wealthpoint Advisors LLC

WealthPoint Advisors, LLC is a fee-only registered investment advisory firm established in 2010 by Brent Michael Walker, who serves as President and Chief Compliance Officer. The firm manages client portfolios on an individualized basis, with assets under management totaling $303,696,835.60 on a discretionary basis and $37,766,536.01 on a nondiscretionary basis. WealthPoint Advisors offers services such as goal determination, financial analysis, investment strategy implementation, performance monitoring, and quarterly reporting. The firm charges fees based on a tiered structure ranging from 1.00% to 0.50% of the account balance, with a minimum annual fee of $2,500 per household. Clients have the option to impose restrictions on their accounts, and the firm does not participate in wrap programs. Investment strategies are based on Modern Portfolio Theory, emphasizing asset allocation decisions over market timing or stock picking. WealthPoint Advisors upholds a Code of Ethics to ensure client interests are prioritized, and employees are prohibited from benefiting from client transactions. The firm may recommend establishing brokerage accounts with Charles Schwab & Co., Inc., and may assist in selecting a stockbroker upon request. Clients receive quarterly performance reports and have the right to rescind the agreement penalty-free within five business days. The firm exercises limited discretionary authority with client consent and does not vote proxy statements on behalf of clients. Brent M. Walker supervises all employees of the firm, ensuring compliance with regulatory requirements.