# Pivot Point Wealth Planning

> Pivot Point Wealth Planning is a state-registered investment advisory firm in Brandenburg, KY, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 287623
- Filed as: PIVOT POINT WEALTH PLANNING
- Legal name: Stith Financial Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Brandenburg, KY
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/287623
- AdvisorCensus page: https://advisorcensus.com/firm/pivot-point-wealth-planning-brandenburg-ky-287623

## Quick answers

**How is Pivot Point Wealth Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Pivot Point Wealth Planning reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Pivot Point Wealth Planning located?**
Pivot Point Wealth Planning's principal office is in Brandenburg, KY, according to its Form ADV.

**Is Pivot Point Wealth Planning registered with the SEC or a state?**
Pivot Point Wealth Planning is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 287623.

**How much does Pivot Point Wealth Planning manage?**
Pivot Point Wealth Planning reports $30,205,570 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (85% discretionary).

**What types of clients does Pivot Point Wealth Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (77); high net worth individuals (6); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Pivot Point Wealth Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/287623

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $30,205,570
- Discretionary: $25,553,035
- Non-discretionary: $4,652,535

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 77 | $20,803,243 |
| High net worth individuals | 6 | $4,749,792 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $4,652,535 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2017 (9 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN, KY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pivotpointwealth.com
- Facebook @PIVOTPOINTWEALTH
- LinkedIn @RYAN-STITH
- X @PIVOTPOINTW

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pivot Point Wealth Planning (CRD 287623): Form ADV filing data as of October 2026.