Shade Tree Advisors

Shade Tree Advisors at a glance

• One of 480 fee-only firms based in New York in the Wellspent graph.
• 20 advisors are listed here; 3 of 20 hold the CFA.
• Its Form ADV reports 66 employees and 31 individual clients, 24 of them high net worth.
• Its average account is about $9.6 million (assets it manages divided by its 152 accounts).

Fee-only advisors in New York · What fee-only advisors charge in New York

Facts

Shade Tree Advisors fees

Shade Tree Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. 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

Advisors at this firm (20)

• Abigail Rafferty

• Adrienne Knapp

• Amy Seagroatt

  CFA

• Andrei Belov

  CFA

• Bridget Horan

• Daniel Lovaglio

• Jesse George

• John McCarthy

• Joshua Hipwell

• Keith Egbert

• Kyle Boni

• Madeline Johnson

• Mark Jensen

• Matthew Lawson

• Matthew Salisbury

• Ryan McLaughlin

  CFA

• Stephen Cutting-Miller

• Thomas Burke

• Thomas Hogan

• Zachary Scala