PivotPoint Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
PivotPoint Advisors serves individuals, high‑net‑worth clients, trusts, estates, small businesses, charitable organizations and employer‑sponsored retirement plans. The firm provides financial planning, customized investment management, pension consulting and insurance review as part of its wealth management and consulting services.
PivotPoint typically manages client assets on a discretionary basis and emphasizes asset allocation implemented through client‑specific Investment Policy Statements. It uses a proprietary PivotPoint Model Portfolio methodology (PP1–PP10) that applies quarterly mean‑variance optimization and a modified CAPM analysis to set allocations and guide rebalancing.
Compared with many independent RIAs, the firm combines investment advice with insurance brokerage experience and explicitly positions ERISA Section 3(38) pension consulting and investment management as a primary practice area, an offering that is less common among peers. The firm is small in scale — operating with a single registered adviser and a small staff and a limited client roster — and offers alternative planning and billing options and uses third‑party estate planning tools in its service mix.
Client services
Expertise
Fee options
Flat fees for specific services, e.g., $800 for estate planning services through LegacyShield platform
$0 - $1,000,000: 1.0% Over $1,000,000 - Under $3,000,000: 0.75% Over $3,000,000 - Under $5,000,000: 0.60% Over $5,000,000+: 0.40%
$100.00 per planner-hour including meeting and preparation time
Flat quarterly retainer fee billed in advance, amount negotiated and set forth in Client Agreement
Account minimum: $25,000 Fee-only: Hourly fees at $100.00 per planner-hour; flat fees (e.g., $800 for estate planning services); hourly fees with guaranteed maximum (capped hourly fee)
Main office
Las Vegas NV
Advisors at this office
1
Most active in
Nevada
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
Forms ADV
Quick links
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”)