On Point CRNA
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
On Point CRNA (Barnhart Wealth Management LLC) is an SEC-registered adviser serving individual and high-net-worth clients, managing roughly $100 million for about 183 accounts with a two-advisor team. The firm offers discretionary investment management plus financial planning as part of bundled service packages (On Point+), and additionally provides tax return preparation, payroll facilitation for business-owner clients, and assistance with annuity selection.
The firm implements a passive, model-portfolio approach—constructing diversified, risk-based allocations primarily with ETFs and index mutual funds—and typically manages held-away and custodial accounts on a discretionary basis. It also engages third‑party platforms and managers (including use of Altruist’s model marketplace and a relationship with a third‑party manager used for certain retirement accounts) and may recommend structured products or fee-based annuities when appropriate.
Noteworthy distinctions include disclosures that the firm advertises hypothetical performance and uses client testimonials in its marketing, practices that are relatively uncommon among peers. The brochure also highlights direct tax filing and payroll services and a referral arrangement with a third‑party manager (ACM), each of which introduce referral and service-scope considerations clients may want to review.
Client services
Expertise
Occupation focus
Fee options
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
Main office
Washington MI
Advisors at this office
2
Most active in
Louisiana · Michigan
Also doing business as
Barnhart Wealth Management · Barnhart Wealth Management LLC · On Point Crna
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Quick links
Advisors at this firm
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.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)