Raven Point Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Raven Point Wealth Management provides comprehensive financial planning and discretionary investment management to individuals and high-net-worth clients, and may also serve trusts, estates, retirement plans and small businesses. The firm cites particular experience working with physicians, dentists and other professionals, while tailoring services to each client’s goals, tax considerations and time horizon.
The firm’s investment approach emphasizes disciplined, low-cost and tax-sensitive strategies built around strategic asset allocation and broad diversification, typically implemented with mutual funds and ETFs rather than market timing or concentrated stock selection. Investment management is generally delivered alongside ongoing financial planning, with periodic monitoring, rebalancing and selective tax-loss harvesting noted in the brochure.
What distinguishes the firm from many peers is its offering of educational seminars, workshops and webinars for clients, employers and the public, and its status as a newly registering adviser with no client assets under management at the brochure date while transitioning from an affiliation with another advisory organization. The brochure also discloses enhanced custody safeguards (standing-letter-of-authorization procedures, an elected annual surprise examination and an audited balance sheet) and a practice structure that includes staff support rather than operating as a traditional solo practitioner.
Client services
Expertise
Occupation focus
Fee options
Financial Planning Fee: $5,000 per year (fixed fee)
$0 - $1,000,000: 0.75% annually $1,000,001 - $5,000,000: 0.65% annually $5,000,001+: 0.50% annually
Minimum fee: Financial Planning Fee: $5,000 per year (negotiable, may be reduced or waived for certain clients) Fee-only: Financial Planning Fee: $5,000 per year (fixed fee)
Main office
Brentwood TN
Advisors at this office
1
Most active in
Georgia · Tennessee · Virginia
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:
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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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Lawyer
They provide legal services, typically billed separately.
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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
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