Great Point Wealth Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Special Projects Great Point offers consulting services on an hourly basis for $250 per hour, or on a flat fee basis from $1,000 to $50,000, which may be negotiable depending on the nature and complexity of each Client’s circumstances.”

Flat or project fee

$1,000⁠-⁠$50,000

From the same sentence as above.

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

How Great Point Wealth Advisors, LLC bills

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

• “Fees are based upon the Client’s assets under advisory and are paid quarterly in arrears.”
• “In the event that the Client terminates the Adviser’s services before the end of a calendar quarter, the Client shall be assessed a pro-rata fee from the effective date of termination through the end of the quarter.”
• “In certain cases, fees may be negotiable at the sole discretion of the Adviser.”

How Great Point Wealth Advisors, LLC’s fees compare

• Its hourly rate of $250 is below the Massachusetts median of $300. 27% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• 5 of the 12 other planners in Boston that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$50,000 spans the Massachusetts median of $4,750. 92% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
• 12 of the 13 other planners in Boston that publish a flat or project fee charge less.

About Great Point Wealth Advisors, LLC

• Firm size: 5 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2008 (18 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

452

Employees

5

Works with

Individuals, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, businesses, and other

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

$725,768,485

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

147082

Website

greatpointwealth.com (opens in new tab)

Phone

(617) 585-0050

Can advise clients in 7 states: California, Connecticut, Florida, Massachusetts, Maine, New Hampshire, New York

Other planners in Boston that publish fees

• Atwater Wealth Management, Inc.Boston$2,500⁠-⁠$10,000
• Beyond Your Hammock LLCBoston$500⁠-⁠$8,000, $300⁠-⁠$2,000/mo
• Bowditch Advisory Services, LPBoston$225/hr
• Brave Boat Capital AdvisorsBoston$1,000⁠-⁠$30,000
• Choate Investment AdvisorsBoston$525⁠-⁠$1,750/hr, $1,000⁠-⁠$2,500
• Claro Advisors Inc.Boston$500⁠-⁠$2,500

Compare all 47 planners in Boston