Peter Disch
Great Point Wealth Advisors · Boston, Massachusetts
Peter Disch is a fee-only financial advisor at Great Point Wealth Advisors in Boston, 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 | Boston, 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 4552960 |
| Exams passed | Series 66 (2002) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | podcasts.apple.com/us/podcast/great-points/id1585874332 |
| Profile |
How Peter'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 Peter
Is Peter Disch a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter 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 Peter charge for financial advice?
Peter's firm, Great Point Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Peter Disch based?
Peter Disch is based in Boston, Massachusetts.
What credentials does Peter Disch hold?
Peter Disch holds the CFP credential.
Is Peter Disch registered with the SEC?
Yes. Peter Disch is registered as an investment adviser representative in MA (CRD 4552960), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
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 Peter Disch?
Through Peter'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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