Lori Patterson
Centerpoint Advisors · Needham, Massachusetts
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.
Request an introduction to Lori →
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 3206154 |
| Exams passed | Series 66 (2000) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | centerpointadvisors.net |
How Lori's firm compares
- Centerpoint Advisors's average account is about $694,000, from its Form ADV (assets managed divided by 1,055 accounts).
Request an introduction to Lori
Tell Lori a little about what you're looking for. Lori isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Lori
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.
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.
See something wrong? Request a correction. Read our methodology.