Single Point Financial Advisors
Boutique woman-owned wealth management firm in Beaverton, Oregon, offering holistic financial planning, investment management, retirement advisory, and tax/estate services to affluent families, business owners, women in transition, and Oregon PERS public employees.
- Company typePrivate
- Founded1996
- HeadquartersBeaverton, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Single Point Financial Advisors does
Single Point Financial Advisors is a privately held, woman-owned boutique wealth management firm headquartered in Beaverton, Oregon, founded by Christy (Christina) Aleckson, who has been active in financial services since 1996 and operates the firm under the Osaic Wealth, Inc. broker-dealer/RIA umbrella. The firm delivers holistic financial advisory services across six core disciplines — wealth management, retirement planning, risk management, financial advising, tax and estate planning, and legacy planning — delivered through a four-step Discover–Design–Implement–Monitor process. Target segments include affluent families, business owners, women in transition, next-generation investors, and a specialized niche of Oregon PERS (Public Employees Retirement System) public school district employees, a vertical Aleckson has cultivated since 1996.
The firm runs on a third-party technology stack rather than proprietary systems. Securities and advisory infrastructure are provided by Osaic Wealth, with client-facing planning portals split between Right Capital (clients onboarded 2024 or later) and eMoney (pre-2024 clients). Account access is delivered through Wealthscape Investor and NetXInvestor portals, and the firm added a Symbil robo-advisor option with a $500 minimum to onboard entry-level investors digitally. Marketing relies on an educational content engine — a Resource Center, financial calculators, an "Investing IQ" quiz, video library, and active Facebook/Twitter/LinkedIn profiles — feeding a high-touch, consultative go-to-market that begins with a discovery meeting or 20-minute introductory call.
Revenue is generated through two primary streams: fixed financial planning fees ranging from $2,400 (minimum) to $7,500 (annualized) per engagement in the first year, and tiered recurring AUM-based investment management fees that decline as assets grow. A self-serve Symbil robo-advisor tier at a $500 minimum introduces a hybrid sales motion. The team is intentionally lean at four people — one wealth manager/owner, one senior client service associate, and two support staff — and the practice is founder-dependent, with Christy Aleckson holding FINRA Series 6, 7, 26, 63, and 65 licenses plus Behavioral Financial Advisor, RICP, and WMCP designations. The firm is bootstrapped, with no disclosed funding rounds, and is not a candidate for traditional venture or growth-equity investment; rather, it is a small-scale, owner-operated advisory practice with limited expansion velocity.
Single Point Financial Advisors firmographics
Firmographics- Name
- Single Point Financial Advisors
- Legal name
- Single Point Financial Advisors
- Website
- https://singlepointadvisors.com
- Company type
- Private
- Founded year
- 1996
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Boutique woman-owned wealth management firm in Beaverton, Oregon, offering holistic financial planning, investment management, retirement advisory, and tax/estate services to affluent families, business owners, women in transition, and Oregon PERS public employees.
- Ownership category
- akta.pro rank
Single Point Financial Advisors industry classification
Industry- Product category
- Wealth Management Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive Financial Planning (FSAEAAAA)
- akta.pro secondary industries
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Financial Planning–Led RIAs (FSAAACAB), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)
Keywords
Where Single Point Financial Advisors is headquartered
LocationHeadquarters
- HQ city
- Beaverton
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Single Point Financial Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Financial Planning Fees: Planning fees are determined by the complexity of the client's situation. Typical engagements range from $2,400 (minimum) to $7,500 (annualized) in the first year. Fees are determined after an intro call and intake process to understand complexities, with a specific quote provided after initial assessment.
- Investment Management Fees: Investment management fees are structured on a tiered schedule tied to account value, with the fee lowering as assets under management increase. The firm constructs and monitors customized portfolios aligned with client risk tolerance and time horizon.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Financial Planning - Standard Engagement |
| Subscription | Annual | Investment Management - Tiered Schedule |
| Hybrid | Pay-as-you-go | Robo-Advisor Online Investing (Symbil) |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels8 records
Single Point Financial Advisors product offering
Product offeringCore offering
Single Point Financial Advisors is a boutique wealth management firm that delivers personalized financial planning, investment management, retirement planning, risk management, tax and estate planning, and legacy planning services to individuals and families. The firm operates through a four-step Discover-Design-Implement-Monitor process, with planning fees ranging from $2,400 to $7,500 annually and tiered investment management fees based on assets under management, plus a hybrid $500-minimum Symbil robo-advisor option for entry-level investors.
Product overview
Single Point Financial Advisors offers a unified wealth management service combining six core disciplines: Wealth Management, Retirement Planning, Risk Management, Financial Advising, Tax & Estate Planning, and Legacy Planning. The firm delivers these through a four-step Discover-Design-Implement-Monitor process. Service tiers include Financial Planning (roadmap-based), Investment Management (portfolio-focused), Comprehensive Wealth Management (integrated), and One-Off Consulting (project-based). The firm also provides digital tools including client portals (Right Capital, EMoney) and a robo-advisor option (Symbil) for new investors with a $500 minimum. Target segments include affluent families, business owners, women in transition, and next-generation investors.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management Personalized investment portfolio design aligned with client risk tolerance and time horizon, incorporating diversified portfolios and active market monitoring for individuals and families.
- Retirement Planning Strategic roadmaps for sustainable income streams during retirement, including Social Security timing and withdrawal strategies for individuals and families approaching or in retirement.
- Risk Management Identification of financial vulnerabilities and implementation of insurance strategies to protect client wealth and loved ones.
- Financial Advising Comprehensive financial roadmap addressing client goals from education funding to retirement through analysis of income, expenses, and long-term objectives.
- Tax & Estate Planning Strategies for tax efficiency and asset distribution coordination with legal professionals, including review of wills, trusts, and beneficiary designations.
- Legacy Planning Articulation of client values and vision for wealth impact, supporting charitable giving and family goals across generations.
- Financial Planning Comprehensive financial planning engagement providing a roadmap covering retirement, taxes, estate strategy, and cash flow analysis for strategic decision-making, with fees ranging from $2,400 to $7,500 annually based on complexity.
- Investment Management Construction and monitoring of customized portfolios aligned with risk tolerance and time horizon, focused on disciplined growth and asset preservation, with a tiered fee schedule that decreases as assets under management increase.
- Comprehensive Wealth Management Integrated service combining financial planning and investment management where strategy directly supports broader life goals, providing a unified engagement for clients seeking both planning and ongoing portfolio management.
- One-Off Consulting Hourly or project-based consulting for specific financial questions such as severance package evaluation or investment review.
- Symbil Robo-Advisor Online investment option offered through partner platform Symbil for clients just getting started with investing, with a minimum investment of $500, providing a hybrid self-service entry point that can graduate into full advisory services.
Quantifiable outcome
- Financial planning engagements range from $2,400-$7,500 annually
- +1 more outcomes
Companies that use Single Point Financial Advisors
Customer profileSegments5 records
Ideal customer profiles5 records
Single Point Financial Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Single Point Financial Advisors partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered core and supporting.
- Right CapitalcoreFinancial planning portal for clients who started their financial planning with Single Point Financial in 2024 or later. Right Capital provides the planning platform for current client engagements.
- eMoneycoreFinancial planning portal for clients to access their financial planning with Single Point Financial Advisors prior to 2024.
- Wealthscape InvestorsupportingInvestor portal for client account access and portfolio management.
- NetXInvestorsupportingClient portal for account access through Osaic network.
- SymbilsupportingOnline investment platform offering 'robo-advisor' option for clients with $500 minimum investment. Great for people just getting started with investing.
- Women in Insurance and Financial Services (WIFS) Portland Metro ChaptercoreChristy Aleckson served ten years on the Board of Directors ending November 2018, including two years as President (2010-2012). WIFS creates strategic alliances, education and support for women in financial services industries.
- Women in Insurance and Financial Services (WIFS) NationalcoreChristy Aleckson served on the national board of directors from 2012-2014, chairing the Marketing and Public Relations committee. Won Woman of the Year award in October 2018.
- Pacific UniversitysupportingChristy Aleckson is a proud season ticket holder to Pacific University's football since 2010-11 and serves on the Boxer Club Board of Directors. Christy attended Pacific University for her bachelor's degree in Business Management and Political Science.
Scale indicators2 records
Recent moves6 records
Expansion highlights5 records
Single Point Financial Advisors competitors and assessment
Company assessmentDirect peers
- Ellevest: Financial planning and investment platform purpose-built for women, targeting women in career transitions and wealth-building stages. Highly comparable to Single Point's 'Women in a Transitional Phase' segment and woman-owned brand positioning.
- Facet Wealth: Hybrid digital RIA combining flat-fee financial planning technology with dedicated CFP-led advisors serving mass-affluent and affluent households. Closely comparable business model to Single Point's blend of digital onboarding (Symbil) and personalized advisory.
Broad incumbents
- Wealth Enhancement Group: Acquisitive RIA platform serving affluent and high-net-worth clients with comprehensive planning and investment management. Comparable service offering and a relevant strategic acquirer-type comparable for boutique RIAs.
- Edelman Financial Engines: Large-scale RIA providing comprehensive financial planning and investment management across all life stages. Comparable comprehensive wealth management offering and planning-led advisor model, but operating at vastly greater scale.
- Personal Capital (Empower Personal Strategy): Hybrid wealth manager combining digital planning dashboards with human advisor relationships for affluent clients. Comparable hybrid model, although at much greater scale and broader scope than the boutique Single Point.
- Creative Planning: One of the largest independent RIAs in the US, offering comprehensive wealth management, tax, estate, and retirement planning. Comparable holistic planning-plus-investment-management service stack for affluent households.
- Mariner Wealth Advisors: National RIA providing comprehensive financial planning, investment management, tax, and estate services to affluent families and business owners. Highly overlapping client segments (affluent families, business owners) and service menu.
Emerging players
- Carson Group (Carson Wealth): RIA platform supporting independent advisors with coaching, technology, and back-office infrastructure. Comparable independent-advisor service model, though at the platform/aggregator layer rather than single-boutique.
Others
- Cetera Financial Group: Independent broker-dealer and RIA support platform serving independent financial advisors. Comparable to Osaic Wealth as the infrastructure layer beneath Single Point's advisory practice.
- Cambridge Investment Research: Independent broker-dealer supporting affiliated RIAs and financial advisors with custody, technology, and compliance — directly comparable to Osaic Wealth's role as Single Point's platform partner.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Single Point Financial Advisors social profiles
Digital presenceSingle Point Financial Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Single Point Financial Advisors leadership team
Management profileNumber of profiles
Profiles4 records
Single Point Financial Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Single Point Financial Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Single Point Financial Advisors
What does Single Point Financial Advisors do?
Single Point Financial Advisors is a boutique wealth management firm that delivers personalized financial planning, investment management, retirement planning, risk management, tax and estate planning, and legacy planning services to individuals and families. The firm operates through a four-step Discover-Design-Implement-Monitor process, with planning fees ranging from $2,400 to $7,500 annually and tiered investment management fees based on assets under management, plus a hybrid $500-minimum Symbil robo-advisor option for entry-level investors.
Is Single Point Financial Advisors a public or private company?
Single Point Financial Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Single Point Financial Advisors founded?
Single Point Financial Advisors was founded in 1996. It employs 1 to 10 people.
Where is Single Point Financial Advisors based?
Single Point Financial Advisors is headquartered in Beaverton, United States, in the North America region.
How does Single Point Financial Advisors make money?
Two revenue lines are on record. Financial Planning Fees are the primary driver. The others are investment Management Fees.
Who are Single Point Financial Advisors's main competitors?
Direct peers on record are Ellevest and Facet Wealth. Broad incumbents are Wealth Enhancement Group, Edelman Financial Engines, Personal Capital (Empower Personal Strategy), Creative Planning and Mariner Wealth Advisors. Carson Group (Carson Wealth) is listed as an emerging player. Others are Cetera Financial Group and Cambridge Investment Research.
Does Single Point Financial Advisors have an API?
No public API is recorded for Single Point Financial Advisors.
What industry is Single Point Financial Advisors in?
Single Point Financial Advisors's product category is Wealth Management Services. Its primary akta.pro industry code is FSAEAAAA, Comprehensive Financial Planning, with a secondary code of FSAEABAA, Registered Investment Advisor (RIA) Wealth Management. Its NAICS code is 523940 and its SIC code is 6282.