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- Custodian
- Fidelity/NFS · Nationwide · Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-01-2012
- Office Locations
- 1
Office Locations
About Single Point Partners
Single Point Partners is a Boston-based, fee-only financial planning firm serving families who want hands-on follow-through beyond advice. They position their work as “wealth logistics” delivered by a Personal CFO on a fixed-dollar annual fee, helping clients get organized, plug gaps, and stay on track without moving existing accounts. Ongoing execution is supported by Knudge (a custom financial life calendar) and SingleView (accounts dashboard); portfolios are largely implemented with ETFs.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
SHAUN DAVID ERICKSON
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #4511189
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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MEGHAN ELIZABETH DWYER
Financial Planner
- CRD
- #6787614
Alexa Cynthia Fattore
Financial Planner
- CRD
- #7501125
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $635,432,972 | $592,202 |
| Non-Discretionary | $5,896,295 | $256,361 |
| Total | $641,329,267 | $585,154 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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