Firm
Centerpoint Advisors
Needham, Massachusetts
Fee-only
Centerpoint Advisors at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 9 advisors are listed here.
- Its Form ADV reports 12 employees and 498 individual clients, 201 of them high net worth.
- Its average account is about $694,000 (assets it manages divided by its 1,055 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Needham, Massachusetts |
|---|---|
| Website | centerpointadvisors.net |
| Phone | (781) 400-1748 |
Centerpoint Advisors fees
Centerpoint Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $732 million |
| Individual clients | 297 |
| High-net-worth clients | 201 |
| Accounts managed | 1,055 |
| Employees | 12 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-72619) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 156698 |