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Joshua Sedlecky

2 Years of Experience
Boston, MA

Joshua Sedlecky is a registered investment advisor at Single Point Partners, based in Boston, MA, with 2 years of industry experience. Joshua 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
Fixed/Hourly
Firm Size
11 advisors
IM Fee
Planning only
Assets Under Management
$641.3M

Fee Structure

Annual Retainer:$350 - $75,000/year
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Location

277 Dartmouth Street, 4th Floor, Boston, MA, 02116

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Single Point Partners
February 2024 - Present · 2 yrs 3 mos
State Registrations1 state
MA
Advisor

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Exams
No exam information available for this advisor.