Courtney Summa
Centerpoint Advisors · Needham, Massachusetts
Courtney Summa is a fee-only financial advisor at Centerpoint Advisors in Needham, Massachusetts. Centerpoint Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Centerpoint Advisors |
|---|---|
| Based in | Needham, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $731.9M across 1,055 accounts |
| SEC registration | Investment adviser representative in MA · CRD 6363430 |
| Exams passed | Series 65 (2018) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | centerpointadvisors.net |
How Courtney's firm compares
- Centerpoint Advisors's average account is about $694,000, from its Form ADV (assets managed divided by 1,055 accounts).
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Questions about Courtney
Is Courtney Summa a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Courtney holds no broker registration, and Centerpoint Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Courtney charge for financial advice?
Courtney's firm, Centerpoint Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Courtney Summa based?
Courtney Summa is based in Needham, Massachusetts.
Is Courtney Summa registered with the SEC?
Yes. Courtney Summa is registered as an investment adviser representative in MA (CRD 6363430), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Centerpoint Advisors manage?
Centerpoint Advisors reports $731.9M across 1,055 accounts in assets under management.
How do I contact Courtney Summa?
Through Courtney's website, centerpointadvisors.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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