Rene Jarquin
Single Point Partners · Boston, Massachusetts
Rene Jarquin is a fee-only financial advisor at Single Point Partners in Boston, Massachusetts. 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 |
| SEC registration | Investment adviser representative in MA · CRD 4719330 |
| Exams passed | Series 65 (2017) · Series 66 (2004) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.spcfo.com |
How Rene'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 Rene
Is Rene Jarquin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rene 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 Rene charge for financial advice?
Rene's firm, Single Point Partners, reports charging fixed fees on its SEC Form ADV.
Where is Rene Jarquin based?
Rene Jarquin is based in Boston, Massachusetts.
Is Rene Jarquin registered with the SEC?
Yes. Rene Jarquin is registered as an investment adviser representative in MA (CRD 4719330), 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 Rene Jarquin?
Through Rene'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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