# Matthew Schroeder

> Matthew Schroeder is a fee-only financial advisor at Great Point Wealth Advisors in Danvers, Massachusetts, who holds the CFP credential. Great Point Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Great Point Wealth Advisors
- **Based in:** Danvers, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $725.8M across 1,218 accounts
- **Credentials:** CFP
- **CRD:** 3260388 (https://adviserinfo.sec.gov/individual/summary/3260388)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 63 (1999), Series 66 (2004)
- **Firm size:** 5 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://podcasts.apple.com/us/podcast/great-points/id1585874332

## Frequently asked questions

### Is Matthew Schroeder a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Great Point Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Matthew charge for financial advice?

Matthew's firm, Great Point Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Matthew Schroeder based?

Matthew Schroeder is based in Danvers, Massachusetts.

### What credentials does Matthew Schroeder hold?

Matthew Schroeder holds the CFP credential.

### Is Matthew Schroeder registered with the SEC?

Yes. Matthew Schroeder is registered as an investment adviser representative in MA (CRD 3260388), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Great Point Wealth Advisors manage?

Great Point Wealth Advisors reports $725.8M across 1,218 accounts in assets under management.

### How do I contact Matthew Schroeder?

Through Matthew's website, podcasts.apple.com/us/podcast/great-points/id1585874332.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3260388): 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.