This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-21-2005
- Office Locations
- 1
Office Locations
About Fourthpoint Advisors
FourthPoint Advisors is a Wellesley, MA fiduciary advisory firm providing financial planning and investment management for households and select institutional relationships, with support across tax, estate, insurance, charitable giving, and business succession planning. Portfolios emphasize ETF-based asset allocation and risk management, with custody relationships including Schwab and Fidelity/NFS.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 38 clients, or 38 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 1 reported office location and 20 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Fourthpoint Advisors's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Fourthpoint Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
PETER CHARLES FOLEY
Regional Investment Consultant
- CRD
- #1937634
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $59,118,022 | -- |
| Total | $59,118,022 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Fourthpoint Advisors has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.