Real advice for real life, no matter where you're starting.
We're not your typical financial advisor.
-
Unbiased Advice, Zero Sales Pressure
We don't sit behind desks trying to sell you stuff you don't need. You get practical guidance focused entirely on your best interests.
-
Real Roadmaps for Real People
We work right alongside you to build an easy-to-follow plan tailored to your goals.
-
A Jargon-Free Partner for Everybody
We make high-quality financial guidance approachable and easy to talk through, keeping our doors open and communication crystal clear at every stage.
We're just like you.
Action Point was born out of a simple conviction: retirement planning shouldn't feel intimidating. Financial advice ought to feel less like a lecture and more like a helpful conversation. Our mission is to guide people through every financial milestone with clarity, empathy, and easy-to-follow steps.
Fees matter.
Great advice requires zero hidden incentives. That’s why we operate on a clear fee-based model—keeping our pricing simple, transparent, and built around a firm fee ceiling.
To protect your long-term wealth, our advisory fee is capped at a maximum of 0.95% annually, scaling down lower for larger portfolios or tailored scopes of work. Beyond our own fee, we relentlessly hunt down and eliminate unnecessary fund expenses and third-party costs to keep more of your money working for you.
Your interest first. Always.
Being a fiduciary isn't just a label for us. It’s a legal and ethical pledge to put you first, always.
-
Your Goals Come First: Every piece of advice we give is designed solely to serve your vision, not our bottom line.
-
Rigorous Care: We manage your financial future with high-level professional prudence, diligence, and skill.
-
No Hidden Agenda: We provide full, fair, and conspicuous disclosure so you always have the complete picture.
-
Proactive Integrity: We strive to eliminate conflicts of interest, and we rigorously manage any unavoidable ones in your favor.
About Us.
Aaron Wassenaar, Founder & Senior Financial Advisor
With 16 years of industry experience, Aaron founded Action Point in 2014 after growing tired of watching traditional firms prioritize high minimums and push unnecessary products. His mission is to make high-quality, dependable retirement advice accessible, relatable, and clear for everyone—no matter where they are starting.
Aaron is a Certified Behavioral Finance Analyst dedicated to helping clients build confidence and clarity around their money.
Action Point Insights
Straightforward advice to help you build a confident retirement.
A partner for life 🤝
You want to live a happy & fulfilling life, but sometimes money gets in the way.
Action Point was designed to make your financial life easier.
Let us take the guesswork out of your finances so you can focus on living your best life. Schedule an intro meeting with us today!