Single Point Partners fees and pricing
Financial planner in Boston, Massachusetts. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 6, 2026, Single Point Partners charges a monthly fee of $350 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $350/mo
“Wealth Start-Up pricing receives our full Wealth Logistics service at a reduced price of $350/mo.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Single Point Partners bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Your Net Worth Up to $2.0M $2.0M-$4.0M $4.0M-$8.0M $8.0M-$20M $20M-$50M $50M + Annual Fee $7,500 $15,000 $25,000 $40,000 $50,000 $75,000 Fees are negotiable, and may be higher or lower than this range, based on the nature of the client.”
- “Fees for the Wealth Logistics service will be payable at the inception of the engagement, and either debited quarterly from an account designated by the client or via AdvicePay.”
- “For the portion paid via AdvicePay, clients will receive an invoice for that portion directly from AdvicePay.”
How Single Point Partners’ fees compare
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Single Point Partners
- Firm size: 16 employees.
- Registered as an adviser: 2018 (8 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Clients
- 195
- Employees
- 16
- Works with
- Individuals, high net worth individuals, and investment companies
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $641,329,267
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 163793
- Phone
- (617) 600-0510
Can advise clients in 6 states: Connecticut, Florida, Massachusetts, New Hampshire, New York, Rhode Island
Other planners in Boston that publish fees
- Atwater Wealth Management, Inc.Boston$2,500-$10,000
- Beyond Your Hammock LLCBoston$500-$8,000, $300-$2,000/mo
- Bowditch Advisory Services, LPBoston$225/hr
- Brave Boat Capital AdvisorsBoston$1,000-$30,000
- Choate Investment AdvisorsBoston$525-$1,750/hr, $1,000-$2,500
- Claro Advisors Inc.Boston$500-$2,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.