Great Point Wealth Advisors, LLC

Overview

Great Point Wealth Advisors, LLC is an independent, owner-managed RIA that provides financial planning and discretionary portfolio management to individual, family and institutional clients. The firm is SEC-registered (initial registration recorded in 2009) and describes itself as a capital allocator that also selects third‑party advisers for clients. Compensation models include asset‑based fees as well as hourly and fixed fees. Advisory services listed in filings cover financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers. The firm does not self-identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives