Firm
Shapiro Asset Management
Denville, New Jersey
Fee-only
Shapiro Asset Management at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 1 advisor is listed here.
- Its average account is about $1.6 million (assets it manages divided by its 31 accounts).
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Denville, New Jersey |
|---|---|
| Phone | (973) 402-2748 |
Shapiro Asset Management fees
Shapiro Asset Management 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
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $50 million |
| Individual clients | 14 |
| High-net-worth clients | 17 |
| Accounts managed | 31 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 13, 2026 |
| SEC record | CRD 146104 |
Advisors at this firm (1)
Other fee-only firms in New Jersey
- Shapiro Financial Security Group · Hazlet
- Shore Financial Planning, LLC · Monmouth Beach
- Signature Wealth Management Partners · Montvale
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- SJ Capital Management · Monmouth Junction
- SNC Wealth Management · Plainsboro
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