SharpePoint, LLC

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Client assets under management

$210,584,638

Clients

479

13% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

160

Very High

Average account size

$439,634

About

SharpePoint, LLC provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), charitable organizations, and small businesses through discretionary and non‑discretionary managed accounts. The firm manages approximately $223 million in client assets across its advisory programs and also offers held‑away asset management for accounts such as 401(k)s and HSAs.

The firm tailors recommendations to client objectives and risk tolerances using asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term trading approaches where appropriate. For held‑away accounts SharpePoint may leverage an order management system to implement tax‑aware asset location and opportunistic rebalancing while applying a blended fee structure and periodic account reviews.

SharpePoint also sponsors a private pooled vehicle, the SharpePoint Strategic Opportunities Fund, LP, and charges performance‑based fees to qualified investors in that Fund under a flexible long/short investment mandate; the firm is deemed to have custody of Fund assets and undergoes an annual independent examination. The firm periodically offers educational seminars and its investment advisory representatives are licensed to sell insurance products, a disclosed potential conflict of interest that the firm documents for clients.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Wealth management Annuities

Fee options

Fixed

Financial planning fixed fees range from $1,200 to $10,000 per project.

Percentage

$0 - $499,999: 1.50% annually $500,000+: 1.20% annually

Commissions

Commissions may be received from insurance product sales by licensed insurance agents affiliated with the firm, but commissions are not the primary source of compensation for advisory services.

Performance-based

Performance-based fees charged only to investors in the Fund who are qualified clients with net worth greater than $2,200,000 or manage a minimum of $1,100,000.

Other

Account minimum: $150,000

Main office location

SharpePoint, LLC

5090 N. 40 Th Street, Suite 200

Phoenix AZ 85018, United States

Number of offices

Most active in

Arizona · California · Colorado · Michigan · New Hampshire · New Mexico · Texas · Washington

Disclosures

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

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Instagram Website 480-999-3033

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.

Wealth management Annuities

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.

Wealth management Annuities

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.

Wealth management Annuities

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