A complete list of active advisors currently associated with Great Point Wealth Advisors, LLC

Warmer can help you find a great advisor at Great Point Wealth Advisors, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Great Point Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.