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On Point CRNA

Updated today

Client AUM

$100,000,000

Clients

183

Advisors

2

of 4 employees

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

Financial planning Portfolio management Selection of other advisers

Expertise

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting General tax planning

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Flat fee typically ranging from $0 to $500 per month for tax preparation and financial planning services

Percentage

$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%

Other

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

Advisors at this firm

user avatar

Noah W

CFP®, Series 65

Washington, MI

On Point CRNA

Noah 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.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting General tax planning Founder/Business Owner
user avatar

Benjamin B

CFP®, Series 63, Series 66

Washington, MI

On Point CRNA

Benjamin Barnhart is a CFP® professional with 12 years of industry experience, currently serving as an advisor at On Point CRNA. His prior roles include positions at Barnhart Wealth Management, Charles Schwab, TD Ameritrade Investment Management, and Scottrade. On Point CRNA is an SEC-registered adviser managing approximately $100 million across 183 accounts, offering discretionary investment management and financial planning services to individual and high-net-worth clients. The firm employs a passive, model-portfolio approach primarily using ETFs and index mutual funds and provides additional services such as tax preparation and payroll facilitation.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting General tax planning Founder/Business Owner
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