Firm
Single Point Partners
Boston, Massachusetts
Fee-only
Single Point Partners at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 11 advisors are listed here; 7 of 11 hold the CFP.
- Its Form ADV reports 16 employees and 195 individual clients, 136 of them high net worth.
- Its average account is about $585,000 (assets it manages divided by its 1,096 accounts).
- Its ongoing planning fee starts at $4,200 a year, below the Massachusetts median of $5,000.
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Boston, Massachusetts |
|---|---|
| Website | spcfo.com |
| [email protected] | |
| Phone | (617) 600-0510 |
Single Point Partners fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $4,200 a year |
|---|---|
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"Wealth Start-Up pricing receives our full Wealth Logistics service at a reduced price of $350/mo." source
"Wealth Start-Up pricing receives our full Wealth Logistics service at a reduced price of $350/mo." source
"Our fee is a fixed dollar amount, based on your total Net Worth, reviewed and renewed annually." source
"Our fee is a fixed dollar amount, based on your total Net Worth, reviewed and renewed annually." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Fixed fees |
|---|---|
| Assets managed | $641 million |
| Individual clients | 59 |
| High-net-worth clients | 136 |
| Accounts managed | 1,096 |
| Employees | 16 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-112849) |
| Financial planning | Offered |
| Form ADV filed | October 5, 2026 |
| SEC record | CRD 163793 |