Michelle Lum
Single Point Partners · Boston, Massachusetts
Michelle Lum 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 MA · CRD 7227774 |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.spcfo.com |
How Michelle'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 Michelle
Is Michelle Lum a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michelle 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 Michelle charge for financial advice?
Michelle's firm, Single Point Partners, reports charging fixed fees on its SEC Form ADV.
Where is Michelle Lum based?
Michelle Lum is based in Boston, Massachusetts.
What credentials does Michelle Lum hold?
Michelle Lum holds the CFP credential.
Is Michelle Lum registered with the SEC?
Yes. Michelle Lum is registered as an investment adviser representative in MA (CRD 7227774), 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 Michelle Lum?
Through Michelle'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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