# Susan Danson

> Susan Danson is a fee-only financial advisor at New Shore Financial LLC in Wrentham, Massachusetts, who holds the CFP credential. New Shore Financial LLC reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** New Shore Financial LLC
- **Based in:** Wrentham, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $14.0M across 30 accounts
- **Credentials:** CFP
- **CRD:** 6400773 (https://adviserinfo.sec.gov/individual/summary/6400773)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 65 (2015)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

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

Yes. Susan Danson is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Susan's firm.

### How does Susan charge for financial advice?

Susan's firm, New Shore Financial LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Susan Danson based?

Susan Danson is based in Wrentham, Massachusetts.

### What credentials does Susan Danson hold?

Susan Danson holds the CFP credential.

### Is Susan Danson registered with the SEC?

Yes. Susan Danson is registered as an investment adviser representative in MA (CRD 6400773), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### 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 Susan Danson?

Contact details aren't on file yet. Search for New Shore Financial LLC.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45587): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.