Shaun David Erickson
CFP®Professional Summary
Shaun David Erickson, CFP® is a registered financial advisor currently at SINGLE POINT PARTNERS located in Boston, Massachusetts. Shaun is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Shaun has worked at 3 firms and has passed the Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Retirement Planning
- Estate Planning
- Employee and Employer Plan Benefits
- Insurance Planning
- Investment Planning
- Tax Planning
- Comprehensive Financial Planning
Biography
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 fee is the cornerstone of our belief that clients shouldn’t have to wonder “what’s in it for their advisor?” when making decisions. At Single Point we strive to provide year-round...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
24 years in the financial services industry
Current & Past Employments
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Current Firm
SINGLE POINT PARTNERS | SINGLE POINT PARTNERS, LLC
Contact Information
Main Address
277 Dartmouth Street 4th Floor, Boston, MA 02116Phone Number
(617) 600-0510# of Employees
16SEC notice filing (7 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,096AUM (Assets Under Management)
$641,329,267Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
SINGLE POINT PARTNERS | SINGLE POINT PARTNERS, LLC
State Registrations and Notice Filings
(10/1/2012)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Shaun David Erickson's CRS (Customer Relationship Summary).
Services Offered by Shaun
- Retirement Planning
- Estate Planning
- Employee and Employer Plan Benefits
- Insurance Planning
- Investment Planning
- Tax Planning
- Comprehensive Financial Planning
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