Noah Wolthuis
Advisor at On Point CRNA — Washington, MI
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 65
Experience Industry experience
5 years
Location
Washington, MI
On Point CRNA
Supported
Total advisors
2Clients per advisor
92 HighAvg AUM per client
$546,448 LowHNW client ratio
10% LowNoah Wolthuis is a CFP® with five years of industry experience currently affiliated with On Point CRNA. His prior roles include positions at Barnhart Wealth Management LLC, Zhang Financial LLC, and PrairieView Partners, among others. On Point CRNA is an SEC-registered adviser serving individual and high-net-worth clients with a two-advisor team managing approximately $100 million. The firm employs a passive, model-portfolio approach focused on diversified, risk-based allocations using ETFs and index mutual funds, and offers bundled services including discretionary investment management, financial planning, tax preparation, and payroll facilitation.
Based on On Point CRNA
Based on On Point CRNA
Flat fee typically ranging from $0 to $500 per month for tax preparation and financial planning services
$0 - $1,000,000: 1.20% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.80% $3,000,001+: 0.60%
Minimum fee: Flat fee ranging from $0 to $500 per month for On Point+ services
Washington, MI
Washington MI
Advisors at this office
2
Michigan · Texas
5 years of industry experience
Barnhart Wealth Management LLC
2026 - Present • 1 year
Washington, MI
Zhang Financial LLC
2025 - 2025 • 1 year
Portage, NY
PrairieView Partners
2020 - 2025 • 5 years
St Paul, MN
Capital Stewardship Partners
2020 - 2020 • 1 year
Rockford, MI
Cetera Advisors
2020 - 2020 • 1 year
Denver, CO
ESI Financial
2019 - 2020 • 1 year
Caledonia, MI
New York Life insurance
2018 - 2019 • 1 year
Okemos, MI
Buffalo wild wings
2016 - 2018 • 2 years
Mt. Pleasant, MI
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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