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CFP
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CFP

Shaun Feldeisen

Onepoint Bfg Wealth Partners
21 Years of Experience
Burlington, MA
Sells Insurance
View SEC Summary
View SEC Summary

Shaun Feldeisen is a CFP-designated registered investment advisor at Onepoint Bfg Wealth Partners, based in Burlington, MA, with 21 years of industry experience. Shaun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 4 more. Their firm serves 8,647 clients with $15B in assets under management.

Onepoint Bfg Wealth Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
121 advisors
Number of Clients
8,647 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$15.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Advisory fees are negotiated up to a maximum of 2.00% annually. The firm permits both fixed percentage and tiered fee schedules depending on the agreement.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

25 Mall Road, Suite 330, Burlington, MA, 01803

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Shaun works with Bleakley Financial Group as a DBA for LPL business and as a Registered Investment Advisor Hybrid, dedicating nearly full-time hours to these activities. He also engages in non-variable insurance activities and has a business entity for tax/investment purposes, requiring minimal time.

Employment History
Current Registrations
Onepoint Bfg Wealth Partners
June 2022 - Present · 4 yrs 4 mos
Previous Registrations
LPL Financial LLCBroker
February 2019 - April 2025 · 6 yrs 2 mos
Private Advisor Group, LLC
February 2019 - July 2022 · 3 yrs 5 mos
Northwestern Mutual Investment Services,llc
October 2010 - September 2016 · 5 yrs 11 mos
Northwestern Mutual Investment Services, LLCBroker
January 2005 - February 2019 · 14 yrs 1 mo
State Registrations2 states
MANJ
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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