Great Point Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$667,612,393
Clients
452
Advisors
3
across 2 offices
About
Great Point Wealth Advisors provides fee-only wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients (and related entities, trusts and estates), and retirement plans. The firm also manages investments in pooled vehicles, acting as investment manager to the Race Rock Multi-Strategy Fund LP, a private fund in which certain clients invest.
The adviser generally pursues a long-term, fundamental-analysis approach and constructs diversified portfolios using ETFs, mutual funds, individual stocks and bonds, and, for some high-net-worth clients, limited partnerships and third‑party model managers. Great Point typically manages client assets on a discretionary basis, conducts regular reviews (at least quarterly), and notes that it uses cloud‑based and AI-supported tools only for administrative and back‑office functions rather than for investment decision‑making.
The firm’s scale is notable for its team size: it reports roughly $725.8 million in total assets (about $701.3 million discretionary) while operating with a small advisory staff, resulting in a high amount of assets under management per advisor compared with many peers. Great Point is affiliated with Race Rock Multi‑Strategy GP LLC (the fund’s general partner), discloses the fund’s use of leverage and that audited financial statements are provided to investors, and participates on institutional custody platforms that provide operational support.
Client services
Expertise
Occupation focus
Fee options
Flat fees from $1,000 to $50,000 for consulting services, negotiable.
0.40% to 1.25% annually (tiered and negotiable depending on size and complexity)
$250 per hour for special projects consulting services.
1.00% annual management fee plus 10.00% performance fee on Race Rock Multi-Strategy Fund LP after preferred return.
Account minimum: $1,000,000 Fee-only: Fee-only wealth management services; no commissions accepted.
Main office
See officeOne International Place, Suite 4520
Boston MA 02110
Advisors at this office
2
Offices (2)
Most active in
California · Connecticut · Florida · Maine · Massachusetts · New Hampshire · New York
Also doing business as
Disch & Associates, LLC · Great Point Wealth Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Matthew S
CFP®, Series 63, Series 66
Danvers, MA
Great Point Wealth Advisors, LLC
Matthew Schroeder is a Certified Financial Planner® with 27 years of industry experience and has been with Great Point Wealth Advisors, LLC since 2016. He is the sole owner of Elm Street Tax, a tax, accounting, trust, and nonprofit services firm, and serves as Chair of the Danvers Rotary Trust Endowment Committee. Great Point Wealth Advisors provides fee-only wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and related entities. The firm employs a long-term, fundamental-analysis investment approach and manages approximately $726 million in client assets with a small team.
Brandon P
CFP®
Boston, MA
Great Point Wealth Advisors, LLC
Brandon Parker is a CFP® professional with six years of industry experience. He has worked at Great Point Wealth Advisors since 2022 and previously held roles at Fidelity Brokerage Services LLC from 2016 to 2022, as well as at Assumption College from 2015 to 2017. Great Point Wealth Advisors is a fee-only firm providing wealth management, financial planning, and discretionary investment management for individuals, high-net-worth clients, and related entities. The firm uses a long-term, fundamental analysis approach and manages approximately $627.5 million in assets, including serving as investment manager to the Race Rock Multi-Strategy Fund LP.
Peter D
CFP®, Series 66
Boston, MA
Great Point Wealth Advisors, LLC
Peter Disch is a CFP® and holds a Series 66 license with 17 years of industry experience. He has been with Great Point Wealth Advisors, LLC since 2008 and also has a longstanding affiliation with IDS Life Insurance Company. Great Point Wealth Advisors offers fee-only wealth management, financial planning, and discretionary investment management services for individuals, high-net-worth clients, and related entities. The firm employs a long-term, fundamental analysis investment approach, constructing diversified portfolios that may include ETFs, mutual funds, individual securities, and alternative investments for select clients.
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