Stillpoint Wealth
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About
Stillpoint Wealth, LLC is a fee-only registered investment adviser that serves individuals, high-net-worth clients, and families with portfolio management for individual accounts, comprehensive and project-based financial planning, and educational seminars or speaking engagements. The firm offers planning and investment services for common household and retirement needs as well as specialized topics such as philanthropic planning and family governance.
The firm's investment process emphasizes asset allocation and Modern Portfolio Theory principles, with portfolios built using passive funds, ETFs, and individual securities where appropriate, and discretionary trading authority is typically used while permitting reasonable client-imposed restrictions. Financial planning is available as both ongoing relationships and limited-scope projects, and the firm frequently uses fixed-fee arrangements for planning work and seminars rather than commission or performance-based compensation.
Notably for a firm in this category, Stillpoint combines individually managed portfolio services, an active financial planning practice, and public educational programming — a mix that is statistically uncommon among firms without active SEC-registered advisors; the Form ADV also reports no assets under management at the time of filing. The brochure highlights work on philanthropic gift planning, facilitated family retreats and governance, and an advisory approach informed by charitable-planning experience and clinical training to address relational and emotional aspects of wealth transitions, and the firm does not act as a private fund adviser.
Client services
Expertise
Fee options
Initial comprehensive financial plan fee up to $5,000; Project-based financial planning fees range from $2,500 to $25,000; Educational seminars fees range from $0 to $5,000 per seminar.
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001+: 0.70%
Ongoing financial planning quarterly fees range from $1,875 to $3,750, paid in advance.
Account minimum: $250,000 (may be reduced or waived on a case-by-case basis) Fee-only: Investment management and financial planning services are fee-only; no commissions accepted.
Main office
Delray Beach FL
Advisors at this office
1
Most active in
Florida
Also doing business as
Stillpoint Wealth · Stillpoint Wealth 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 not active or affiliated with:
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Insurance agent
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Broker-dealer / trader
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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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