Shapiro Financial Security Group, Inc. fees and pricing
Financial planner in Hazlet, New Jersey. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 24, 2026, Shapiro Financial Security Group, Inc. charges $70-$350 an hour and a flat or project fee of $1,000-$7,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $70-$350/hr
“These fees are negotiable, but generally range from $1,000 to $7,500 on a fixed fee basis and/or from $70 to $350 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or the consulting services.”
- Flat or project fee
- $1,000-$7,500
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Shapiro Financial Security Group, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Shapiro Financial’s annual fee is prorated and charged quarterly, in advance, based upon the market value of the assets on the last day of the previous quarter.”
- “Shapiro Financial’s fees are prorated through the date of termination and any remaining balance is charged or refunded to the client, as appropriate.”
- “Upon thirty (30) days written notice, a full refund of all unapplied fees will be made by applicant to the client.”
How Shapiro Financial Security Group, Inc.’s fees compare
- Its hourly rate of $70-$350 spans the New Jersey median of $300. 17% of the 174 other New Jersey planners that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$7,500 spans the New Jersey median of $5,000. 44% of the 168 other New Jersey planners that publish a flat or project fee charge less.
About Shapiro Financial Security Group, Inc.
“The firm provides financial planning, consulting and investment management services to its clients.”
- Firm size: 5 employees.
- Founded: 1982 (44 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 137
- Employees
- 5
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $152,616,699
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 120801
- Phone
- (732) 739-8991
Can advise clients in 3 states: Florida, New Jersey, New York
Other planners in New Jersey that publish fees
- 3I Wealth Management LLCFairfield$1,500, $2,500/yr
- A.m. Perricone LLCShamong$20,000
- Able Wealth Management LLCToms River$250-$500/hr, $2,500-$100,000
- Access WealthEast Hanover$8,000-$18,000/yr
- Adviso WealthPrinceton$300-$450/hr, $500-$20,000
- Ahara AdvisorsJersey City$1,000/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.