Leah Warren
Single Point Partners · Boston, Massachusetts
Leah Warren is a fee-only financial advisor at Single Point Partners in Boston, Massachusetts, who holds the CFP credential. Single Point Partners reports charging fixed fees on its Form ADV.
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Facts
| Firm | Single Point Partners |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $641.3M across 1,096 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT, MA · CRD 6281797 |
| Exams passed | Series 65 (2011) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.spcfo.com |
How Leah's firm compares
- Single Point Partners's average account is about $585,000, from its Form ADV (assets managed divided by 1,096 accounts).
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Questions about Leah
Is Leah Warren a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Leah holds no broker registration, and Single Point Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Leah charge for financial advice?
Leah's firm, Single Point Partners, reports charging fixed fees on its SEC Form ADV.
Where is Leah Warren based?
Leah Warren is based in Boston, Massachusetts.
What credentials does Leah Warren hold?
Leah Warren holds the CFP credential.
Is Leah Warren registered with the SEC?
Yes. Leah Warren is registered as an investment adviser representative in CT and MA (CRD 6281797), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Single Point Partners manage?
Single Point Partners reports $641.3M across 1,096 accounts in assets under management.
How do I contact Leah Warren?
Through Leah's website, www.spcfo.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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