Shorebird

Shorebird at a glance

• One of 1,191 fee-only firms based in California in the Wellspent graph.
• 1 advisor is listed here.
• Its Form ADV reports 1 employee and 4 individual clients.
• Its average account is about $456,000 (assets it manages divided by its 4 accounts).

Fee-only advisors in California · What fee-only advisors charge in California

Facts

Shorebird fees

Shorebird 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 (1)

• Corey Johnson

Other fee-only firms in Newport Beach

• Sidoxia Capital Management
• Silverlight Asset Management
• Sound Investment Management, LLC
• Spearhead Advisors
• Spectrum Asset Management
• Tate Capital Group
• Tidecrest Wealth Management
• Treussard Capital Management

Fee-only advisors in California