Shane Mason
Brooklyn FI · Brooklyn, New York
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.
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Specialties
Who they serve
- Tech employees
- Early-career professionals
- Multi-generational families
- Executives
- High earners
Facts
| Firm | Brooklyn FI |
|---|---|
| Based in | Brooklyn, New York |
| Fee model | Percentage of assets · Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $563.1M across 373 accounts |
| Credentials | CFP · CPA/PFS · CPWA · EA · RLP · CPA · PFS |
| SEC registration | Investment adviser representative in NY · CRD 6906036 |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | brooklynfi.com |
| Profile |
How Shane's firm compares
- Brooklyn FI's average account is about $1.5 million, from its Form ADV (assets managed divided by 373 accounts).
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Questions about Shane
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Brooklyn FI website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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