Wesley Shifrin
NorthFork Advisors · Bozeman, Montana
Wesley Shifrin is a fee-only financial advisor at NorthFork Advisors in Bozeman, Montana, who holds the CFA credential. Wesley focuses on sustainable & impact investing, retirement planning and family wealth transfer. NorthFork Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Wesley →
Specialties
Who they serve
- Founders
Facts
| Firm | NorthFork Advisors |
|---|---|
| Based in | Bozeman, Montana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $107.6M across 477 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MT · CRD 6714556 |
| Exams passed | Series 65 (2016) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.northforkadvisors.com |
| Profile |
Request an introduction to Wesley
Tell Wesley a little about what you're looking for. Wesley isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Wesley
Is Wesley Shifrin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Wesley holds no broker registration, and NorthFork Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Wesley charge for financial advice?
Wesley's firm, NorthFork Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Wesley Shifrin based?
Wesley Shifrin is based in Bozeman, Montana.
What does Wesley specialize in?
Wesley's specialties include sustainable & impact investing, retirement planning, family wealth transfer, divorce financial planning and small business owners. Wesley works with founders.
What credentials does Wesley Shifrin hold?
Wesley Shifrin holds the CFA credential.
Is Wesley Shifrin registered with the SEC?
Yes. Wesley Shifrin is registered as an investment adviser representative in MT (CRD 6714556), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does NorthFork Advisors manage?
NorthFork Advisors reports $107.6M across 477 accounts in assets under management.
How do I contact Wesley Shifrin?
Through Wesley's website, www.northforkadvisors.com.
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
- NorthFork Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.