A complete list of active advisors currently associated with Single Point Partners

Warmer can help you find a great advisor at Single Point Partners or one who fits your needs even better.

Single Point Partners advises a mix of individuals, trusts, foundations, corporations and endowments, delivering portfolio management, financial planning, account aggregation, and business/financial consulting through its Wealth Logistics service. The firm reports roughly $641 million in total assets under management (the large majority managed on a discretionary basis) and serves a mid-sized client base with multi-advisor support. The firm’s process centers on client interviews to set individualized asset allocation guidelines and typically emphasizes index-based exchange-traded funds while also deploying mutual funds, individual securities, options, REITs, MLPs, structured notes and external third‑party managers where appropriate. Single Point conducts due diligence on sub-advisors, monitors manager holdings and performance, manages legacy securities during transitions, and provides consolidated reporting and ongoing planning support as part of its Wealth Logistics offering. Notably, Single Point does not charge its primary Wealth Logistics fee as a percentage of assets under management and also does not assess performance‑based fees, opting instead for a fixed‑dollar annual fee arrangement and a separate startup program for younger clients. The firm also offers fee collection via direct debit or third‑party invoicing and provides account aggregation and Personal CFO-style coordination of outside professionals, practices that distinguish its service model from many multi‑team peers.

To learn more about the advisors currently working at Single Point Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.