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Single Point Partners
Founded in 2012 by Shaun Erickson, Single Point Partners operates as a fee-only registered investment advisor based in Boston. Erickson frames the firm's...
Single Point Partners
Founded in 2012 by Shaun Erickson, Single Point Partners operates as a fee-only registered investment advisor based in Boston. Erickson frames the firm's origin as a departure from the brokerage model, where he saw compensation tied to portfolio size and product sales. The firm's fixed-dollar annual fee is designed to decouple advice from asset gathering, targeting families who need ongoing financial project management rather than episodic planning. Single Point's execution model centers on what it terms 'Wealth Logistics,' a process that coordinates tax planning, cash-flow management, portfolio oversight, and insurance analysis under a single project-manager-like approach. The firm does not require clients to consolidate assets onto its platform; it instead deploys proprietary tools like SingleView, a financial accounts dashboard, and Knudge, a shared financial-life calendar. Rene Jarquin, the firm's lead on portfolio-based credit, publishes detailed critiques of securities-based lending practices, warning families against borrowing for long-term cash deficits. Geographic coverage spans the United States, with team members working remotely from Virginia, Michigan, and Mississippi alongside the Boston office. The team grew from two professionals in 2018 to twelve by 2023, when the entire group met in person for the first time at the firm's renovated Boston office. Remote staff based in Virginia, Michigan, and Mississippi joined the gathering, reflecting a deliberately distributed operational footprint. The firm does not manage or disclose a consolidated AUM figure, in line with its argument that asset-level fee models create structural misalignments. As of early 2026, Single Point launched a market-insights series addressing geopolitical tensions in the Middle East, rising oil prices, and higher interest rates, signaling an active voice on macro conditions for its client base. Erickson positions Single Point as a training ground for young planners, explicitly rejecting the 'old path' of asset-gathering incentives. This succession-oriented architecture—built around a fixed-fee model and a distributed team of twelve—means the firm's economics are tied to client count and complexity rather than market beta, making it a structural outlier among wealth managers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2012
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Boston
Corporate office
Boston, MA, United States
Principals
Shaun Erickson
Founder
Rene Jarquin
Author, Portfolio-based Credit Blog Post
Sector focus
Frequently asked questions
How does Single Point Partners charge for its services?
Single Point charges a fixed-dollar annual fee rather than billing based on assets under management. The firm argues that asset-based fees create an incentive to gather and retain assets rather than to deliver the best advice. This structure is central to its 'Wealth Logistics' model, which frames the advisor as a project manager for a family's entire financial life.
Who makes the key decisions at the firm?
Shaun Erickson founded Single Point Partners in 2012 and drives the firm's strategic direction. He publicly writes about the firm's philosophy and team growth. Rene Jarquin leads the firm's published analysis on portfolio-based credit and lending.
Does Single Point require clients to move their accounts?
No. The firm explicitly does not require clients to uproot their existing financial accounts. It uses a dashboard tool called SingleView to aggregate a client's complete financial picture across institutions, and a shared task calendar called Knudge to manage ongoing financial-planning tasks.
What is Single Point's stance on securities-based lending?
Single Point is publicly critical of securities-based lending when used to cover long-term cash deficits. Rene Jarquin has published extensive analysis warning that large banks push these credit lines to increase client lock-in and advisor compensation, often without adequate planning for repayment if circumstances change.
How is the team structured geographically?
Single Point's primary office is in Boston, but the firm operates with remote team members in Virginia, Michigan, and Mississippi. The entire team of twelve first met in person in 2023, five years after starting as a two-person firm.
Does Single Point Partners manage consolidated investment portfolios?
Single Point provides portfolio management advice as part of its planning services but does not require clients to consolidate assets onto its platform. Its fee model and financial-planning focus mean it acts as an advisor across a client's existing accounts rather than a discretionary asset manager consolidating custody.
Is Single Point Partners a single-family office or a wealth manager?
It is a registered investment advisor structured as a wealth-management firm, not a single-family office. Shaun Erickson founded it to serve multiple families searching for ongoing financial-life project management, not to manage the capital of a single source of wealth.
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