Shaun Erickson is a CFP-designated registered investment advisor at Single Point Partners, based in Boston, MA, with 15 years of industry experience. Shaun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching. Their firm serves 201 clients with $640M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Contact
Shaun Erickson
Location
277 Dartmouth Street, 4th Floor, Boston, MA, 02116
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Shaun is an independent insurance agent selling fixed annuities, life, accident, and health insurance products since 2006. This takes a few hours per week.
Employment History
Current Registrations
Single Point Partners
Previous Registrations
Baystate Wealth Management
State Registrations1 state
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Exams
Additional Information
Single Point Partners,a fee-only financial planning firm located in Boston, MA, was founded for families who strive to make decisions that are better than “good enough”. We provide context and clarity to the planning, investing, and organization of your entire balance sheet.Our flat feeis the cornerstone of our belief that clients shouldn’t have to wonder “what’s in it for their advisor?” when making decisions.