Sara Thomson
Single Point Partners · Boston, Massachusetts
Sara Thomson 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, RI, TX · CRD 7394107 |
| Exams passed | Series 65 (2022) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.spcfo.com |
How Sara'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 Sara
Is Sara Thomson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sara 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 Sara charge for financial advice?
Sara's firm, Single Point Partners, reports charging fixed fees on its SEC Form ADV.
Where is Sara Thomson based?
Sara Thomson is based in Boston, Massachusetts.
Is Sara Thomson registered with the SEC?
Yes. Sara Thomson is registered as an investment adviser representative in MA, RI and TX (CRD 7394107), 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 Sara Thomson?
Through Sara'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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