Sue Danson
New Shore Financial LLC · Needham, Massachusetts
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.
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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 |
| Accepting new clients | Yes |
| Assets under management | $14.0M across 30 accounts |
| Credentials | CFP |
| Firm size | 1 employee |
| Website | newshorefinancial.com/about |
| Profile |
How Sue's firm compares
- New Shore Financial LLC's average account is about $467,000, from its Form ADV (assets managed divided by 30 accounts).
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Questions about Sue
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- New Shore Financial LLC 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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