Centerpoint Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, business succession planning, divorce planning, education planning, estate planning, family office services, insurance, philanthropic planning, and tax planning. Financial planning was provided to 26–50 clients last fiscal year.
Centerpoint Advisors reports 502 clients. They include 297 individual clients, 201 high-net-worth individuals, and 3 pension and profit-sharing plans. Of its assets, 100.0% ($732M across 1,055 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 59% | 9% |
| High-net-worth individuals | 40% | 91% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 297 | $65.5M | 8.9% | $221K |
| High-net-worth individuals | 201 | $663M | 90.6% | $3.3M |
| Pension and profit-sharing plans | 3 | $159K | 0.0% | $53K |
| Charitable organizations | 1 | $2.86M | 0.4% | $2.86M |
| Total | 502 | $732M | 100% | $1.46M |
- Clients
- 297
- Regulatory AUM
- $65.5M
- AUM share
- 8.9%
- Avg. per client
- $221K
- Clients
- 201
- Regulatory AUM
- $663M
- AUM share
- 90.6%
- Avg. per client
- $3.3M
- Clients
- 3
- Regulatory AUM
- $159K
- AUM share
- 0.0%
- Avg. per client
- $53K
- Clients
- 1
- Regulatory AUM
- $2.86M
- AUM share
- 0.4%
- Avg. per client
- $2.86M
Total
- Clients
- 502
- Regulatory AUM
- $732M
- AUM share
- 100%
- Avg. per client
- $1.46M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Centerpoint Advisors charges 0.40%–1.50% a year for its Investment Management and Advisory Fees. The fee is billed in arrears, is negotiable and has a $30,000 annual minimum. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Family Office and Consulting
- Family office and consulting are generally included in the asset-based fee; otherwise billed hourly, generally $350.00 to $400.00 per hour, negotiable.
- Financial Planning
- Financial planning is charged as an hourly fee or a flat fee, generally $350 to $400 an hour or $3,500 to $10,000, negotiable.
Jennifer Wolfsberg owns 50% to 75% of Centerpoint Advisors. The leadership team of Centerpoint Advisors includes Chief Compliance Officer Jennifer Wolfsberg. It has 12 employees, 7 of them in advisory roles.
Leadership
Jennifer WolfsbergManaging Member / Chief Compliance Officer
John WolfsbergManaging Member and Director of Fixed Income
Investment adviser representatives
9 representatives listed in the SEC register as of 9 October 2026.
Staff
- 12 employees
- 7 in advisory functions
- 9 state-registered reps
- Owns 50% to 75% of Centerpoint Advisors, LLC
Jennifer Wolfsberg
Control person · since March 2011
- Owns 25% to 50% of Centerpoint Advisors, LLC
John Wolfsberg
Control person · since July 2011
Centerpoint Advisors’ regulatory assets grew 1.7× from $426M (March 2021) to $732M (March 2026); clients rose from 423 to 502 and employees from 11 to 12.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $732M | 502 | 12 | 1 |
| March 2025 | $688M | 491 | 13 | 1 |
| March 2024 | $605M | 469 | 13 | 1 |
| March 2023 | $520M | 465 | 12 | 1 |
| March 2022 | $560M | 441 | 12 | 1 |
| March 2021 | $426M | 423 | 11 | 1 |
Besides its headquarters, Centerpoint Advisors has 0 offices, with 1 listed address in Massachusetts.
Massachusetts · 1 listed address
- 175 Highland Avenue, Suite 302, NeedhamHQ
Contact and registration details
- Legal name
- Centerpoint Advisors, LLC
- Headquarters
- 175 Highland Avenue, Suite 302, Needham, MA 02494
- Website
- centerpointadvisors.net
- Phone
- 781-400-1748
- @centerpoint-advisors-llc.
- SEC file
- 801-72619
- Structure
- Massachusetts LLC
- Fiscal year end
- December
Centerpoint Advisors uses Fidelity ($717M) as custodian for its separately managed accounts. Centerpoint Advisors has custody of $324M in client assets for 121 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $717M100%
At year end, Centerpoint Advisors’ separately managed accounts were largely in stocks (45%) and funds (34%). Its reported 13F holdings for the quarter ended 30 June 2026 total $352K across 425 positions; the largest are iShares TR (27.5%), iShares TR (8.4%) and iShares TR (7.4%).
What the accounts hold
- Stocks45%
- Funds34%
- Registered funds33%
- Pooled vehicles1%
- Bonds14%
- Investment grade corporate bonds9%
- State and local bonds4%
- U.S. government and agency bonds1%
- Cash7%
Reported 13F holdings
- $352K
- Reported 13F value
- 425
- Positions
- 69.7%
- In the 10 largest
- +14.6%
- Value vs. prior quarter
- iShares TR · Core S&P500 ETF27.5%
- iShares TR · MSCI USA Qlt Fct8.4%
- iShares TR · Core S&P Mcp ETF7.4%
- iShares TR · Rus 1000 ETF6.3%
- iShares TR · Core S&P Scp ETF4.8%
- iShares TR · S&P 500 Grwt ETF4.3%
- Apple Inc.3.6%
- Alphabet Inc. · Cap Stk CL C2.8%
- iShares TR · S&P 500 Val ETF2.5%
- Microsoft Corp.2.2%
Together, the ten largest are 69.7% of reported value.
How many clients does Centerpoint Advisors have?
Centerpoint Advisors has 502 clients and manages $732 million for them, as of March 2026. They include 297 individual clients, 201 high-net-worth individuals, and 3 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Centerpoint Advisors offer?
Centerpoint Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, business succession planning, divorce planning, education planning, estate planning, family office services, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Centerpoint Advisors charge?
Centerpoint Advisors charges 0.40%–1.50% a year for its Investment Management and Advisory Fees. The fee is billed in arrears, is negotiable and has a $30,000 annual minimum.
Source: CENTERPOINT ADVISORS, LLC DISCLOSURE BROCHURE 3.31.26, filed 31 March 2026
Which custodians does Centerpoint Advisors use?
Centerpoint Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $717M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Centerpoint Advisors have?
Centerpoint Advisors has 9 investment adviser representatives registered with state securities authorities, out of 12 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Centerpoint Advisors invest in?
At the end of its last fiscal year, Centerpoint Advisors’ separately managed accounts held 45% exchange-traded equities, 33% registered funds (mutual funds, ETFs, BDCs), 9% investment grade corporate bonds, 7% cash and equivalents, 4% state and local bonds, 1% U.S. government and agency bonds and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Centerpoint Advisors?
Centerpoint Advisors’ direct owners are Jennifer Wolfsberg (50% to 75%) and John Wolfsberg (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Centerpoint Advisors get paid?
Centerpoint Advisors is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Centerpoint Advisors registered with the SEC?
Yes, Centerpoint Advisors has been registered with the SEC as an investment adviser since 26 July 2011. Its CRD number is 156698 and its SEC file number is 801-72619.
Source: Form ADV Part 1A, Item 1, filed 31 March 2026; IAPD firm record
How do I contact Centerpoint Advisors?
Centerpoint Advisors’ main office is at 175 Highland Avenue, Suite 302, Needham, MA 02494. Its phone number is 781-400-1748. Its website is centerpointadvisors.net.