Sample site. Northpoint Wealth is invented. Every name, price and review on it is invented too.
Direction 6 of 8: Editorial · Forest ▾

The same advisory practice in 8 design directions. Switching keeps you on this page.

Why it is built this way ▾

The features a site in this trade needs. Each one is working somewhere on this sample:

  1. Fiduciary statementFee-only and fiduciary are the words prospects scan for, so they sit in the strip at the top of every page.
  2. Published fee schedulePeople who book an introduction have already seen the number, which makes the first call about planning.
  3. Fee calculatorThe schedule becomes a dollar figure for the visitor's own assets, with no returns projection anywhere on the page.
  4. Who this is forPre-retirees, business owners, physicians and heirs each get a page, so the right prospect sees their situation named.
  5. Advisor credentials up frontCFP certification and years in practice sit on the team cards and the about page.
  6. A short introduction formThe form has three fields and books a 20-minute call, since nobody hands over their savings from a web form.
Fee-only fiduciaryNo commissions or product sales
Book an introduction
Home / Contact

Book an introduction

Two minutes on a phone. We reply within the hour during opening times.

This is a sample site, so nothing was sent. On a real askotter site this request lands in the owner's text thread within seconds.
Visit or call

740 Greystone Rd, Suite 110

Halloway, NC
(555) 010-6650

Mon to Thu8:30am to 5pm
Fri8:30am to 3pm
EveningsClient meetings by appointment
Clients come from
HallowayGreystonePinecrest VillageArdleySutter LakeBrannockNorthpoint Wealth
  • Halloway
  • Greystone
  • Pinecrest Village
  • Ardley
  • Sutter Lake
  • Brannock
How it works

What happens after you send it

1

A 20-minute introduction

A short call about what you are planning for. You don't need any documents, and there is no obligation.

2

A discovery meeting

We look at your accounts, income, taxes and goals, and tell you plainly whether we are a good fit.

3

Your written plan

You receive a plan and a fee agreement to read at home. Nothing is moved until you sign.

What it is for

Services and prices

Retirement planning

Included in the advisory fee

For people five years or less from retirement: income, drawdown order and taxes.

Investment management

0.90% on the first $1M

Diversified portfolios of low-cost funds, rebalanced and managed for taxes.

Planning for business owners

Included in the advisory fee

Exit planning, concentration risk and retirement plans for your company.

Planning for physicians and dentists

Included in the advisory fee

High income, a late start and student loans, planned together.

Inherited wealth and trusts

Included in the advisory fee

Coordinating an inheritance, a trust and the tax rules that come with it.

Questions

Before you book

What our fee comes to in dollars →

What does fee-only mean?

We are paid only by our clients, through the published advisory fee. We receive nothing from fund companies, insurers or anyone else.

Is there a minimum?

Most clients have $500K or more in investable assets. Physicians and dentists early in practice can start with a flat planning engagement.

Do I have to move my accounts?

For investment management, your accounts move to Charles Schwab in your own name. Planning-only clients keep their accounts where they are.

Can I leave if it is not working?

Yes, at any time with written notice. The fee is prorated to the day you leave and there are no exit charges from us.

Call (555) 010-6650