Alan Shorr
Investment Advisor Associates · Boston, Massachusetts
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.
Request an introduction to Alan →
Facts
| Firm | Investment Advisor Associates |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $37.1M across 70 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in CA · CRD 1040305 |
| Exams passed | Series 63 (1986) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
How Alan's firm compares
- Investment Advisor Associates's average account is about $531,000, from its Form ADV (assets managed divided by 70 accounts).
Request an introduction to Alan
Tell Alan a little about what you're looking for. Alan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Alan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.