Susan Danson
New Shore Financial LLC · Wrentham, Massachusetts
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.
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Facts
| Firm | New Shore Financial LLC |
|---|---|
| Based in | Wrentham, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $14.0M across 30 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 6400773 |
| Exams passed | Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Susan'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 Susan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- 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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