Brian Shea
Shea Financial Advisors · Norwalk, Connecticut
Brian Shea is a fee-only financial advisor at Shea Financial Advisors in Norwalk, Connecticut, who holds the CFP credential. Shea Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Shea Financial Advisors |
|---|---|
| Based in | Norwalk, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $118.6M across 215 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT, TX · CRD 2558739 |
| Exams passed | Series 63 (1996) · Series 65 (1996) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Brian's firm compares
- Shea Financial Advisors's average account is about $552,000, from its Form ADV (assets managed divided by 215 accounts).
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Questions about Brian
Is Brian Shea a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Shea Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Shea Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brian Shea based?
Brian Shea is based in Norwalk, Connecticut.
What credentials does Brian Shea hold?
Brian Shea holds the CFP credential.
Is Brian Shea registered with the SEC?
Yes. Brian Shea is registered as an investment adviser representative in CT and TX (CRD 2558739), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Shea Financial Advisors manage?
Shea Financial Advisors reports $118.6M across 215 accounts in assets under management.
How do I contact Brian Shea?
Contact details aren't on file yet. Search for Shea Financial Advisors.
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.
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