# Devon Shapiro

> Devon Shapiro is a fee-only financial advisor at Shapiro Financial Security Group in Hazlet, New Jersey. Shapiro Financial Security Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/devon-shapiro/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Shapiro Financial Security Group
- **Based in:** Hazlet, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Fees (firm's website):** a $500,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $152.6M across 564 accounts
- **CRD:** 7960088 (https://adviserinfo.sec.gov/individual/summary/7960088)
- **SEC registration:** Investment adviser representative in NJ
- **Exams passed:** Series 65 (2024)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.shapirofsg.com

## Frequently asked questions

### Is Devon Shapiro a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Devon holds no broker registration, and Shapiro Financial Security Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Devon charge for financial advice?

Devon's firm, Shapiro Financial Security Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### How much does Devon charge?

According to Shapiro Financial Security Group's website, checked October 30, 2026: a $500,000 asset minimum.

### Where is Devon Shapiro based?

Devon Shapiro is based in Hazlet, New Jersey.

### Is Devon Shapiro registered with the SEC?

Yes. Devon Shapiro is registered as an investment adviser representative in NJ (CRD 7960088), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Shapiro Financial Security Group manage?

Shapiro Financial Security Group reports $152.6M across 564 accounts in assets under management.

### How do I contact Devon Shapiro?

Through Devon's website, www.shapirofsg.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7960088): 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
- The firm's website (https://www.shapirofsg.com/): specialties, clients served, and fees, checked October 30, 2026

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