New Shore Financial LLC
Wrentham, Massachusetts
New Shore Financial LLC at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 1 employee and 13 individual clients, 5 of them high net worth.
- Its average account is about $467,000 (assets it manages divided by its 30 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Wrentham, Massachusetts |
|---|---|
| Website | newshorefinancial.com/about |
| [email protected] | |
| Phone | (617) 699-6585 |
Questions about New Shore Financial LLC
How is New Shore Financial LLC paid?
New Shore Financial LLC's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does New Shore Financial LLC have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at New Shore Financial LLC, and 2 hold the CFP.
What is the average account at New Shore Financial LLC?
New Shore Financial LLC's average account is about $467,000. That's the assets on its Form ADV divided by its 30 accounts.
Is New Shore Financial LLC accepting new clients?
Yes, according to New Shore Financial LLC's website, checked October 28, 2026.
Does New Shore Financial LLC work with clients virtually?
Yes. New Shore Financial LLC's website says it works with clients virtually.
New Shore Financial LLC fees
New Shore Financial LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, one-time plans or projects, ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $14 million |
| Individual clients | 8 |
| High-net-worth clients | 5 |
| Accounts managed | 30 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 26, 2026 |
| SEC record | CRD 301148 |
Advisors at this firm (2)
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