Shaun Erickson
Single Point Partners · Boston, Massachusetts
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).
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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 | $641.3M across 1,096 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 4511189 |
| Exams passed | Series 63 (2002) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | spcfo.com |
| Profile |
How Shaun's firm compares
- Ongoing planning starts at $4,200 a year, below the Massachusetts median of $5,000 for fee-only firms that publish prices.
- 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 Shaun
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Single Point Partners website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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