Sara Walker Thomson
Investment adviser representative at Single Point Partners
15 yearsExperience
2 statesRegistered in
$641.3MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Single Point PartnersDec 2022 to now
- Corrigan Financial Inc.Oct 2018 to Nov 2022
- Newport County Chamber of CommerceFeb 2011 to Sep 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (MA, RI).
Single Point Partners
Legal name: Single Point Partners, LLC
$641.3MAssets managed
201Clients
11Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7394107
- Firm CRD
- 163793