ClearPoint Wealth Management
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About
ClearPoint Wealth Management provides investment management and financial planning services to individuals, including high-net-worth clients. The firm offers continuous wealth management — including discretionary portfolio management across stocks, bonds, mutual funds, ETFs and cash equivalents — and also provides limited-scope, project-based financial planning on request.
ClearPoint works with clients to establish an investment policy and asset-allocation targets through personal discussions of goals, risk tolerance and tax considerations, and implements a mix of passive and active strategies informed by fundamental and mutual-fund/ETF analysis. Accounts are typically managed on a discretionary basis with quarterly reviews, the ability for clients to impose written investment restrictions, and — at a client’s election — a financial plan provided at no additional fee alongside investment management.
A notable feature of the firm is its offer to cover the cost of basic estate-planning and individual tax-preparation services provided by an independent third party for clients with more than $1,000,000 in assets under management, while maintaining a stated policy of not being affiliated with or receiving compensation from recommended third-party professionals. ClearPoint is a fee-only registered adviser that discloses adherence to a formal Code of Ethics and was formed and registered in 2025, operating with a small client base and team structure that may result in more direct advisor access.
Client services
Expertise
Fee options
Financial Planning fixed fees range from $7,500 to $10,000
$0 - $1,000,000: 1.20% $1,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.40%
$250/hour for financial planning
Fee-only: Financial Planning: Fixed fees range from $7,500 to $10,000; Hourly rate $250/hour
Main office
6110 Colleyville Blvd Ste 106
Colleyville TX 76034
Advisors at this office
4
Most active in
Texas
Also doing business as
Clearpoint Wealth Management · Clearpoint Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Kathryn A
CFP®, Series 66
Colleyville, TX
ClearPoint Wealth Management
Kathryn Allen is a CFP® and holds a Series 66 license with 13 years of industry experience. She has worked at ClearPoint Wealth Management since 2025 and previously operated Allen Wealth Advisors, LLC for five years. Outside of her advisory roles, Allen was involved with Boulevard Animal Hospital for nearly two decades. ClearPoint Wealth Management provides investment management and financial planning services primarily to individuals, including high-net-worth clients. The firm employs a mix of passive and active strategies and offers discretionary portfolio management alongside limited-scope financial planning.
Steven E
CFP®, Series 63
Colleyville, TX
ClearPoint Wealth Management
Steven Early is a CFP® with 16 years of experience in financial advisory, currently serving at ClearPoint Wealth Management in Colleyville, TX. He founded and continues to operate the law firm Steven A. Early, P.C., where he focuses on estate planning, general legal advice, and elder law. Prior to joining ClearPoint, he spent 16 years at Steward Financial Group. ClearPoint Wealth Management provides investment management and financial planning services to individuals, including high-net-worth clients. The firm combines passive and active investment strategies and offers discretionary portfolio management alongside limited-scope financial planning, with additional services such as basic estate planning and tax preparation available to qualified clients through independent third parties.
Monalynd Y
CFP®
Colleyville, TX
ClearPoint Wealth Management
Monalynd Young is a CFP® professional with nine years of industry experience. She has worked at ClearPoint Wealth Management since 2025, following positions at Allen Wealth Advisors, LLC, and United Capital Financial Advisors, LLC. Outside of ClearPoint, she provides advisory services to clients of Allen Wealth Advisors, LLC. ClearPoint Wealth Management serves individuals, including high-net-worth clients, offering investment management and financial planning services. The firm employs a combination of passive and active strategies, manages accounts on a discretionary basis, and provides certain estate-planning and tax-preparation services to qualifying clients through independent third parties.
Ross M
CFP®, CPA
Colleyville, TX
ClearPoint Wealth Management
You’ve worked hard to build your wealth—our role is to help you protect it, grow it, and use it intentionally. At ClearPoint, we make financial planning personal, purposeful, and crystal clear. We specialize in working with retirees and pre-retirees with $1M+ in assets—people who want to preserve what they’ve built, reduce taxes, and create a retirement that feels both secure and fulfilling. Our clients come to us seeking clarity, confidence, and purpose in their financial lives. Whether you’re preparing for retirement, navigating a major transition, or simply looking to align your wealth with your life, we’re here to walk alongside you—with insight, care, and intention.
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