Gordon Shearer
CRA Financial · Northfield, New Jersey
Gordon Shearer is a fee-only financial advisor at CRA Financial in Northfield, New Jersey, who holds the CFP credential. Gordon charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.
Request an introduction to Gordon →
Specialties
Who they serve
- Retirees
- Divorced individuals
Facts
| Firm | CRA Financial |
|---|---|
| Based in | Northfield, New Jersey |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $1.69B across 4,030 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ · CRD 4229826 |
| Exams passed | Series 63 (2005) · Series 66 (2008) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.crafinancial.com |
Request an introduction to Gordon
Tell Gordon a little about what you're looking for. Gordon 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 Gordon
Is Gordon Shearer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gordon holds no broker registration, and CRA Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gordon charge for financial advice?
Gordon charges a percentage of assets.
How much does Gordon charge?
According to CRA Financial's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Gordon Shearer based?
Gordon Shearer is based in Northfield, New Jersey.
What does Gordon specialize in?
Gordon's specialties include retirement planning, tax planning, estate & legacy planning, equity compensation, small business owners and family wealth transfer. Gordon works with retirees and divorced individuals.
What credentials does Gordon Shearer hold?
Gordon Shearer holds the CFP credential.
Is Gordon Shearer registered with the SEC?
Yes. Gordon Shearer is registered as an investment adviser representative in NJ (CRD 4229826), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CRA Financial manage?
CRA Financial reports $1.69B across 4,030 accounts in assets under management.
How do I contact Gordon Shearer?
Through Gordon's website, www.crafinancial.com.
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
- CRA Financial 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.
See something wrong? Request a correction. Read our methodology.