# Shane Mason

> Shane Mason is a fee-only financial advisor at Brooklyn FI in Brooklyn, New York, who holds the CFP, CPA/PFS and CPWA credentials. Shane charges a percentage of assets and an ongoing planning fee and focuses on equity compensation, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/shane-mason/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Brooklyn FI
- **Based in:** Brooklyn, New York
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $563.1M across 373 accounts
- **Credentials:** CFP, CPA/PFS, CPWA, EA, RLP, CPA, PFS
- **Specialties:** Equity compensation, Tax planning, Estate & legacy planning, Retirement planning, Family wealth transfer, Small business owners
- **Works with:** Tech employees, Early-career professionals, Multi-generational families, Executives, High earners
- **CRD:** 6906036 (https://adviserinfo.sec.gov/individual/summary/6906036)
- **SEC registration:** Investment adviser representative in NY
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** https://brooklynfi.com

## Frequently asked questions

### Is Shane Mason a fee-only financial advisor?

Yes. Shane Mason is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Shane's firm.

### How does Shane charge for financial advice?

Shane charges a percentage of assets and an ongoing planning fee.

### Where is Shane Mason based?

Shane Mason is based in Brooklyn, New York.

### What does Shane specialize in?

Shane's specialties include equity compensation, tax planning, estate & legacy planning, retirement planning, family wealth transfer and small business owners. Shane works with tech employees, early-career professionals, multi-generational families, executives and high earners.

### What credentials does Shane Mason hold?

Shane Mason holds the CFP, CPA/PFS, CPWA, EA, RLP, CPA and PFS credentials.

### Is Shane Mason registered with the SEC?

Yes. Shane Mason is registered as an investment adviser representative in NY (CRD 6906036), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Brooklyn FI manage?

Brooklyn FI reports $563.1M across 373 accounts in assets under management.

### How do I contact Shane Mason?

Through Shane's website, brooklynfi.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/44488): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.brooklynfi.com/): specialties, clients served, and fees, checked October 28, 2026

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