Shawn Glogowski
Note Advisors · Buffalo, New York
Shawn Glogowski is a fee-only financial advisor at Note Advisors in Buffalo, New York, who holds the CFP credential. Shawn focuses on small business owners, tax planning and estate & legacy planning. Note Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Note Advisors |
|---|---|
| Based in | Buffalo, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $437.0M across 1,183 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY, TX · CRD 5260757 |
| Exams passed | Series 66 (2007) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.noteadvisor.com |
| Profile |
How Shawn's firm compares
- Note Advisors's average account is about $369,000, from its Form ADV (assets managed divided by 1,183 accounts).
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Questions about Shawn
Is Shawn Glogowski a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shawn holds no broker registration, and Note Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Shawn charge for financial advice?
Shawn's firm, Note Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Shawn Glogowski based?
Shawn Glogowski is based in Buffalo, New York.
What does Shawn specialize in?
Shawn's specialties include small business owners, tax planning and estate & legacy planning.
What credentials does Shawn Glogowski hold?
Shawn Glogowski holds the CFP credential.
Is Shawn Glogowski registered with the SEC?
Yes. Shawn Glogowski is registered as an investment adviser representative in NY and TX (CRD 5260757), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Note Advisors manage?
Note Advisors reports $437.0M across 1,183 accounts in assets under management.
How do I contact Shawn Glogowski?
Through Shawn's website, www.noteadvisor.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
- Note Advisors 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.
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