SharpePoint, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$210,584,638
Clients
479
Advisors
3
of 5 employees
About
SharpePoint serves individuals (including high-net-worth clients), charitable organizations, and small businesses with discretionary and non-discretionary investment advisory services, financial planning, and held-away asset management for accounts such as 401(k)s and HSAs. The firm reports $222.8 million in discretionary assets under management and typically requires a $250,000 account minimum, which it may waive in certain cases.
The firm tailors portfolios to client objectives using a mix of asset-allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading strategies, and it provides ongoing reviews and account rebalancing. SharpePoint also manages a pooled vehicle, the SharpePoint Strategic Opportunities Fund, LP, which pursues long and short equity positions under a “growth at a reasonable price” framework and charges performance-based fees to qualified investors (with qualified-client thresholds disclosed in the brochure).
What distinguishes SharpePoint from many peers is its role as a private fund adviser and manager of pooled investment vehicles subject to annual audit and deemed custody, alongside its separately offered held-away management using order-management tools for tax-efficient asset location. The firm also provides public educational seminars at no charge and discloses that its investment advisory representatives are licensed insurance agents, a secondary activity the brochure identifies as a potential conflict of interest.
Client services
Expertise
Fee options
Fixed fees for financial planning services from $1,200 to $10,000 per project.
$0 - $499,999: 1.50% $500,001+: 1.20%
Insurance product sales by some representatives with commissions; conflicts disclosed.
Hourly charges reported in SEC Form ADV Part 1, but specific hourly rates not stated in brochure.
Performance-based fees charged only to Fund investors who are qualified clients with minimum $1,100,000 AUM; details contained in Fund offering.
Account minimum: $250,000 (may be waived at sole discretion) Fee-only: Fixed fees for financial planning ranging from $1,200 to $10,000 per project, fees negotiable depending on complexity.
Main office
5090 N. 40th Street, Suite 200
Phoenix AZ 85018
Advisors at this office
3
Most active in
Arizona · California · Colorado · Michigan · New Hampshire · New Mexico · Texas · Washington
Also doing business as
Mccaleb Wealth Management · Sharpepoint, 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:
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.
Quick links
Advisors at this firm
Jason M
CFP®, Series 66
Phoenix, AZ
SharpePoint, LLC
Jason McCaleb is a CFP® with 25 years of industry experience, currently serving as a financial advisor at SharpePoint, LLC since 2018. His prior experience includes roles at Good Life Advisors and LPL Financial. Outside of his advisory work, he provides consulting services through RM Alliance. SharpePoint serves individuals, high-net-worth clients, charitable organizations, and small businesses with portfolio management, financial planning, and held-away asset management. The firm employs a range of investment strategies tailored to client risk profiles and offers unique services such as direct management of held-away retirement accounts and private fund management.
Brian R
CFP®, Series 63, Series 66
Phoenix, AZ
SharpePoint, LLC
Brian Robinson is a CFP® with 24 years of industry experience, currently serving as an advisor at Sharpepoint, LLC since 2017. His prior experience includes roles at Private Advisor Group, LLC and LPL Financial LLC, both from 2012 to 2018. Outside of financial advising, he is the owner of PV SPORTS, a retail and internet-based sporting equipment business. Sharpepoint, LLC serves individuals, high-net-worth clients, charitable organizations, and small businesses with portfolio management, financial planning, and held-away asset management. The firm employs a variety of investment strategies tailored to client risk profiles and offers unique services such as direct management of held-away retirement accounts and private fund management.
Daniel L
Series 63, Series 65
Phoenix, AZ
SharpePoint, LLC
Daniel Laraway is a financial advisor at Sharpepoint, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Private Advisor Group, LLC and LPL Financial, LLC. Outside of his advisory work, Laraway is involved in grief recovery coaching, life coaching, and high performance driving coaching. SharpePoint serves individuals, high-net-worth clients, charitable organizations, and small businesses with portfolio management, financial planning, and held-away asset management. The firm employs tailored investment strategies including asset allocation and both long- and short-term trading, and offers specialized services such as direct management of held-away retirement accounts and private fund management.
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”)