Firm
Shelterbelt Advisors
Red Hook, New York
Fee-only
Shelterbelt Advisors at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 10 individual clients.
- Its website says it's taking new clients.
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Red Hook, New York |
|---|---|
| Website | shelterbeltadvisors.com |
| [email protected] | |
| Phone | (739) 564-3720 |
Shelterbelt Advisors fees
Shelterbelt Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: 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 | Hourly · Fixed fees |
|---|---|
| Individual clients | 10 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 331767 |