Great Point Wealth Advisors, LLC

Great Point Wealth Advisors, LLC (CRD# 147082) is a financial advisory firm headquartered in Boston, MA. They manage $201,636,802 in 586 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    202
    MILLION
  • Total Number of Accounts
    586
    ACCOUNTS
  • Average Account Value
    $344,090
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, MA, NH

Financial Advisors at Great Point Wealth Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Peter V. Disch
CRD#: 4552960
10 Newbury Street, 4th Floor, Boston, MA 02116
93
Wealthminder
score

Peter Disch (CRD# 4552960) is an Investment Advisor Representative working at Great Point Wealth Advisors, LLC in Boston, MA and has over 14 years of experience in the finance industry.

2
Matthew D. Schroeder
CRD#: 3260388
10 Newbury Street, 4th Floor, Boston, MA 02116
93
Wealthminder
score

Matthew Schroeder (CRD# 3260388) is an Investment Advisor Representative working at Great Point Wealth Advisors, LLC in Boston, MA and has over 17 years of experience in the finance industry.

3
Jason R. Bordonaro
CRD#: 5655130
10 Newbury Street, 4th Floor, Boston, MA 02116
87
Wealthminder
score

Jason Bordonaro (CRD# 5655130) is an Investment Advisor Representative working at Great Point Wealth Advisors, LLC in Boston, MA and has 1 year of experience in the finance industry.

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