# Shaun Erickson

> Shaun Erickson is a fee-only financial advisor at Single Point Partners in Boston, Massachusetts, who holds the CFP credential. Shaun charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $4,200 a year).

Page: https://find.wellspent.co/advisors/shaun-erickson/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Single Point Partners
- **Based in:** Boston, Massachusetts
- **Fee model:** Flat fee or retainer; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $4,200 a year
- **Assets under management (firm):** $641.3M across 1,096 accounts
- **Credentials:** CFP
- **CRD:** 4511189 (https://adviserinfo.sec.gov/individual/summary/4511189)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 63 (2002)
- **Firm size:** 16 employees
- **Disclosures:** None reported
- **Website:** https://spcfo.com

## Frequently asked questions

### Is Shaun Erickson a fee-only financial advisor?

Yes. Shaun Erickson is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Shaun's firm.

### How does Shaun charge for financial advice?

Shaun charges a flat fee or retainer and an ongoing planning fee.

### How much does Shaun charge?

According to Single Point Partners's website, checked October 28, 2026: ongoing planning from $4,200 a year.

### Where is Shaun Erickson based?

Shaun Erickson is based in Boston, Massachusetts.

### What credentials does Shaun Erickson hold?

Shaun Erickson holds the CFP credential.

### Is Shaun Erickson registered with the SEC?

Yes. Shaun Erickson is registered as an investment adviser representative in MA (CRD 4511189), per SEC Investment Adviser Public Disclosure data as of October 27, 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 Shaun Erickson?

Through Shaun's website, spcfo.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/44965): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://spcfo.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.