Devon Shapiro
Shapiro Financial Security Group · Hazlet, New Jersey
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.
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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 |
| Assets under management | $152.6M across 564 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 7960088 |
| Exams passed | Series 65 (2024) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.shapirofsg.com |
How Devon's firm compares
- Shapiro Financial Security Group's average account is about $271,000, from its Form ADV (assets managed divided by 564 accounts).
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Questions about Devon
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Jersey
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
- Shapiro Financial Security Group website : specialties, clients served, and fees, checked October 30, 2026
- 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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