John Wolfsberg
Centerpoint Advisors · Needham, Massachusetts
John Wolfsberg 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 2302544 |
| Exams passed | Series 63 (1995) · Series 65 (2008) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | centerpointadvisors.net |
How John'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 John
Is John Wolfsberg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John 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 John charge for financial advice?
John's firm, Centerpoint Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is John Wolfsberg based?
John Wolfsberg is based in Needham, Massachusetts.
Is John Wolfsberg registered with the SEC?
Yes. John Wolfsberg is registered as an investment adviser representative in MA (CRD 2302544), 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 John Wolfsberg?
Through John'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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