Barnhart Wealth Management (operating as On Point CRNA) offers comprehensive financial services designed for individuals, with a particular focus on nurse anesthetists and students. The firm provides ongoing investment management using globally diversified portfolios of exchange-traded funds, mutual funds, and other securities, often utilizing third-party model portfolios and platforms. In addition to investment oversight, Barnhart Wealth Management integrates financial planning—covering retirement, cash flow, education, insurance, and estate planning—alongside federal and state income tax preparation and filing. Clients can choose from specific service packages tailored to comprehensive wealth management, standard investment portfolios, or student-specific needs. Barnhart Wealth Management operates with discretionary trading authority over client accounts and emphasizes a passive investing strategy focused on low costs and tax efficiency. The firm acts in the best interest of retirement account clients under applicable federal rules and maintains no account minimums.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
Fees are negotiable. Comprehensive On Point+ service packages include an additional flat fee ranging from $0 to $500 per month.