Steven Copeland
Shfp · Bronxville, New York
Steven Copeland is a fee-only financial advisor at Shfp in Bronxville, New York, who holds the CFP credential. Shfp reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Shfp |
|---|---|
| Based in | Bronxville, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $88.9M across 162 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 4689211 |
| Firm size | 1 employee |
| Disclosures | None reported |
How Steven's firm compares
- Shfp's average account is about $549,000, from its Form ADV (assets managed divided by 162 accounts).
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Questions about Steven
Is Steven Copeland a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Shfp reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven's firm, Shfp, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Steven Copeland based?
Steven Copeland is based in Bronxville, New York.
What credentials does Steven Copeland hold?
Steven Copeland holds the CFP credential.
Is Steven Copeland registered with the SEC?
Yes. Steven Copeland is registered as an investment adviser representative in NY (CRD 4689211), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Shfp manage?
Shfp reports $88.9M across 162 accounts in assets under management.
How do I contact Steven Copeland?
Contact details aren't on file yet. Search for Shfp.
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
- 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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