Centerpoint Advisors, LLC fees and pricing
Financial planner in Needham, Massachusetts. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, Centerpoint Advisors, LLC charges $350-$400 an hour and a flat or project fee of $3,500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350-$400/hr
“These fees are negotiable, but generally range from $350 to $400 on an hourly rate basis or $3,500 to $10,000 on a flat fee basis, depending upon the level and scope of the services and the professional rendering the financial planning services.”
- Flat or project fee
- $3,500-$10,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Centerpoint Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Generally, Centerpoint requires one-half of the financial planning fee (estimated hourly or fixed) payable upon entering the written agreement.”
- “The balance is generally billed as services are performed, or may become due upon delivery of the financial plan or completion of the agreed upon services.”
- “The hourly rate is negotiable, but generally ranges from $350.00 to $400.00 per hour.”
How Centerpoint Advisors, LLC’s fees compare
- Its hourly rate of $350-$400 is above the Massachusetts median of $300. 75% of the 183 other Massachusetts planners that publish an hourly rate charge less.
- 3 of the 5 other planners in Needham that publish an hourly rate charge less.
- Its flat or project fee of $3,500-$10,000 spans the Massachusetts median of $4,750. 71% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
- 1 of the 2 other planners in Needham that publish a flat or project fee charge less.
About Centerpoint Advisors, LLC
“Centerpoint provides a range of investment and wealth management services, focusing on wealth accumulation, asset allocation, retirement planning, and financial planning while maintaining a strong commitment to individual service.”
- Firm size: 12 employees.
- Registered as an adviser: 2011 (15 years).
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Minimum
- $30,000 minimum fee (stated in brochure)
- Clients
- 498
- Employees
- 12
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $731,903,710
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 156698
- Phone
- (781) 400-1748
Can advise clients in 7 states: California, Connecticut, Florida, Massachusetts, New Hampshire, New York, Texas
Other planners in Needham that publish fees
- Ama Office Solutions LLCNeedham$3,000/yr
- AndersonlaneNeedham$4,000-$12,000
- Armstrong Advisory Group Inc.Needham$5,000/yr
- Breakwater Financial, LLCNeedham$400/hr, $300-$1,500/mo
- Infinite Summer Financial PlanningNeedham$225/hr, $2,500
- KJH Financial ServicesNeedham$225/hr, $10,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.