Matthew Schroeder
Great Point Wealth Advisors · Danvers, Massachusetts
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.
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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 | $725.8M across 1,218 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 3260388 |
| Exams passed | Series 63 (1999) · Series 66 (2004) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | podcasts.apple.com/us/podcast/great-points/id1585874332 |
| Profile |
How Matthew's firm compares
- Great Point Wealth Advisors's average account is about $596,000, from its Form ADV (assets managed divided by 1,218 accounts).
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Questions about Matthew
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.
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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