Fourthpoint Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Clients can request a Financial Plan at any time during our relationship, via the bundled fee as listed below, or via an hourly fee metric at the rate of $200/hour (divided into quarters).”

Flat or project fee

$2,000

“PORTFOLIO MANAGEMENT/ INVESTMENT ADVISORY SERVICES New advisory Clients are charged an initial Fixed Fee of $2,000 to cover the costs related to fact-finding, reviews of client documents, initial portfolio construction and/ or selection of Independent Managers, establishing proper records, due diligence steps, and…”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Fourthpoint Advisors bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Management fees are due in advance of each quarter and are based upon account balances at the end of the prior quarter.”
• “The credit will be noted on the Client Invoice for the next quarter, as all accounts are billed in advance.”
• “Fees for FourthPoint services are calculated and paid quarterly in advance and are based upon the value of client assets under management at the end of the prior quarter.”

How Fourthpoint Advisors’ fees compare

• Its hourly rate of $200 is below the Massachusetts median of $300. 13% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• None of the 2 other planners in Wellesley that publish an hourly rate charge less.
• Its flat or project fee of $2,000 is below the Massachusetts median of $4,750. 16% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Wellesley that publish a flat or project fee charge less.

About Fourthpoint Advisors

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2005 (21 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

19

Employees

1

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers

Assets managed

$59,118,022

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

136436

Website

fourthpointadvisors.com (opens in new tab)

Phone

(781) 431-0470

Can advise clients in 2 states: Massachusetts, Maryland

Other planners in Wellesley that publish fees

• Argonautica Private Wealth Management, IncWellesley$5,000, $10,000/yr
• Gardiner Financial, Inc.Wellesley$200/hr, $75/mo
• Kastel Capital Advisors, LLCWellesley$325/hr
• Thrive Investments, LLCWellesley$500

Compare all 10 planners in Wellesley