# Alan Shorr

> Alan Shorr is a fee-only financial advisor at Investment Advisor Associates in Boston, Massachusetts, who holds the ChFC credential. Investment Advisor Associates reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/alan-shorr/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Investment Advisor Associates
- **Based in:** Boston, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $37.1M across 70 accounts
- **Credentials:** ChFC
- **CRD:** 1040305 (https://adviserinfo.sec.gov/individual/summary/1040305)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (1986)
- **Firm size:** 2 employees
- **Disclosures:** Reported; see the SEC record

## Frequently asked questions

### Is Alan Shorr a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Alan holds no broker registration, and Investment Advisor Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Alan charge for financial advice?

Alan's firm, Investment Advisor Associates, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Alan Shorr based?

Alan Shorr is based in Boston, Massachusetts.

### What credentials does Alan Shorr hold?

Alan Shorr holds the ChFC credential.

### Is Alan Shorr registered with the SEC?

Yes. Alan Shorr is registered as an investment adviser representative in CA (CRD 1040305), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Investment Advisor Associates manage?

Investment Advisor Associates reports $37.1M across 70 accounts in assets under management.

### How do I contact Alan Shorr?

Contact details aren't on file yet. Search for Investment Advisor Associates.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1040305): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.