Firm
Shetland Financial
Center Valley, Pennsylvania
Fee-only
Shetland Financial at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 2 employees and 6 individual clients.
- Its average account is about $517,000 (assets it manages divided by its 6 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Center Valley, Pennsylvania |
|---|---|
| Website | shetlandwealth.com |
| Phone | (610) 214-0100 |
Shetland Financial fees
Shetland Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $3 million |
| Individual clients | 6 |
| Accounts managed | 6 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 18, 2026 |
| SEC record | CRD 308958 |