# Sue Danson

> Sue Danson is a fee-only financial advisor at New Shore Financial LLC in Needham, Massachusetts, who holds the CFP credential. Sue charges a percentage of assets, a one-time planning fee and an ongoing planning fee.

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

## Facts

- **Firm:** New Shore Financial LLC
- **Based in:** Needham, Massachusetts
- **Fee model:** Percentage of assets; One-time planning fee; Ongoing planning fee
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $14.0M across 30 accounts
- **Credentials:** CFP
- **Firm size:** 1 employee
- **Website:** https://newshorefinancial.com/about

## Frequently asked questions

### Is Sue Danson a fee-only financial advisor?

Yes. Sue Danson is listed in the XY Planning Network directory (XYPN members are fee-only).

### How does Sue charge for financial advice?

Sue charges a percentage of assets, a one-time planning fee and an ongoing planning fee.

### Does Sue work with clients virtually?

Yes. New Shore Financial LLC says on its website that it works with clients remotely.

### Where is Sue Danson based?

Sue Danson is based in Needham, Massachusetts.

### What credentials does Sue Danson hold?

Sue Danson holds the CFP credential.

### How much does New Shore Financial LLC manage?

New Shore Financial LLC reports $14.0M across 30 accounts in assets under management.

### How do I contact Sue Danson?

Through Sue's website, newshorefinancial.com/about.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/sue-danson-11106): 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://newshorefinancial.com/about/): 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.