# Gregory Shaw

> Gregory Shaw is a fee-only financial advisor at H&s Tax and Wealth Advisors in Red Bank, New Jersey, who holds the CFP credential. H&s Tax and Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/gregory-shaw/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** H&s Tax and Wealth Advisors
- **Based in:** Red Bank, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $67.8M across 176 accounts
- **Credentials:** CFP
- **CRD:** 2985222 (https://adviserinfo.sec.gov/individual/summary/2985222)
- **SEC registration:** Investment adviser representative in NJ
- **Exams passed:** Series 63 (1998), Series 66 (2003)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.hstaxwealth.com/

## Frequently asked questions

### Is Gregory Shaw a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and H&s Tax and Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Gregory charge for financial advice?

Gregory's firm, H&s Tax and Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Gregory Shaw based?

Gregory Shaw is based in Red Bank, New Jersey.

### What credentials does Gregory Shaw hold?

Gregory Shaw holds the CFP credential.

### Is Gregory Shaw registered with the SEC?

Yes. Gregory Shaw is registered as an investment adviser representative in NJ (CRD 2985222), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does H&s Tax and Wealth Advisors manage?

H&s Tax and Wealth Advisors reports $67.8M across 176 accounts in assets under management.

### How do I contact Gregory Shaw?

Through Gregory's website, www.hstaxwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2985222): 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

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