# Julie Shah

> Julie Shah is a fee-only financial advisor at Eagle Bay Family Office in New York, New York. Julie focuses on estate & legacy planning, family wealth transfer and tax planning. Eagle Bay Family Office reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Eagle Bay Family Office
- **Based in:** New York, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $680.8M across 475 accounts
- **Specialties:** Estate & legacy planning, Family wealth transfer, Tax planning
- **Works with:** Multi-generational families
- **CRD:** 7939500 (https://adviserinfo.sec.gov/individual/summary/7939500)
- **SEC registration:** Investment adviser representative in NY, TX
- **Exams passed:** Series 65 (2024)
- **Firm size:** 15 employees
- **Disclosures:** None reported
- **Website:** https://www.eaglebayfamilyoffice.com

## Frequently asked questions

### Is Julie Shah a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Julie holds no broker registration, and Eagle Bay Family Office reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Julie charge for financial advice?

Julie's firm, Eagle Bay Family Office, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Julie Shah based?

Julie Shah is based in New York, New York.

### What does Julie specialize in?

Julie's specialties include estate & legacy planning, family wealth transfer and tax planning. Julie works with multi-generational families.

### Is Julie Shah registered with the SEC?

Yes. Julie Shah is registered as an investment adviser representative in NY and TX (CRD 7939500), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Eagle Bay Family Office manage?

Eagle Bay Family Office reports $680.8M across 475 accounts in assets under management.

### How do I contact Julie Shah?

Through Julie's website, www.eaglebayfamilyoffice.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7939500): 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://eaglebayfamilyoffice.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.