SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Great Point Wealth Advisors, LLC
Boston, MA
CRD 147082
Firm filing updated March 27, 2026 ·
- $725.8MAssets
- 3Advisory staff
- 1,218Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals245
- Individuals207
- Pension and profit sharing plans5
- Pooled vehicles1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 207 | $87.2 million |
| High net worth individuals | 245 | $580.4 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $3.0 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $27.5 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $1.3 million |
| Other: "PRIVATE EQUITY" | Fewer than 5 clients | $26.5 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 4 services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$725.8 million
- Accounts1,218
- Discretionary$701.3 million · 1,216 accounts
- Non-discretionary$24.5 million · 2 accounts
People
- Employees5
- Advisory staff3
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients101 to 250
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 147082, SEC file 801-70479.
- Registered with the SEC as an investment advisor (status date on record: August 7, 2009).
Is Great Point Wealth Advisors, LLC a fiduciary?
Short answer: Great Point Wealth Advisors, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.