# Lori Patterson

> Lori Patterson 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.

Page: https://find.wellspent.co/advisors/lori-patterson/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Centerpoint Advisors
- **Based in:** Needham, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $731.9M across 1,055 accounts
- **CRD:** 3206154 (https://adviserinfo.sec.gov/individual/summary/3206154)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 66 (2000)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** https://centerpointadvisors.net/

## Frequently asked questions

### Is Lori Patterson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Lori 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 Lori charge for financial advice?

Lori's firm, Centerpoint Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Lori Patterson based?

Lori Patterson is based in Needham, Massachusetts.

### Is Lori Patterson registered with the SEC?

Yes. Lori Patterson is registered as an investment adviser representative in MA (CRD 3206154), 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 Lori Patterson?

Through Lori's website, centerpointadvisors.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3206154): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.