Firm
Shufro, Rose &
New York, New York
Fee-only
Shufro, Rose & at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 10 advisors are listed here; 4 of 10 hold the CFP.
- Its Form ADV reports 27 employees and 1,207 individual clients, 547 of them high net worth.
- Its average account is about $819,000 (assets it manages divided by its 3,009 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | New York, New York |
|---|---|
| Website | shufrorose.com |
| Phone | (212) 754-5100 |
Shufro, Rose & fees
Shufro, Rose & 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 · Fixed fees |
|---|---|
| Assets managed | $2.5 billion |
| Individual clients | 660 |
| High-net-worth clients | 547 |
| Accounts managed | 3,009 |
| Employees | 27 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-977) |
| Financial planning | Offered |
| Form ADV filed | April 21, 2026 |
| SEC record | CRD 3403 |