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 15 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 18 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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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.