Firm
Shapiro Financial Security Group
Hazlet, New Jersey
Fee-only
Shapiro Financial Security Group at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 5 employees and 137 individual clients.
- Its average account is about $271,000 (assets it manages divided by its 564 accounts).
- Its website says it's taking new clients.
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Hazlet, New Jersey |
|---|---|
| Website | shapirofsg.com |
| Phone | (732) 739-8991 |
Shapiro Financial Security Group fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $500,000 |
|---|
In the firm's words
"we do have a minimum investment level requirement of $500,000" source
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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $153 million |
| Individual clients | 137 |
| Accounts managed | 564 |
| Employees | 5 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-121063) |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 120801 |
Advisors at this firm (1)
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