Shaw Financial Solutions LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$750⁠-⁠$3,000

“The negotiated fixed rate for creating client financial plans is between $750 and $3,000. 4 Clients may terminate the agreement without penalty, for full refund of SFS’s fees, within five business days of signing the Financial Planning Agreement.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Shaw Financial Solutions LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Clients may terminate the agreement without penalty for a full refund of SFS's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may select the method in which they are billed.”
• “For client accounts with Interactive Brokers, client fees are withdrawn monthly and fees are paid in arrears.”

How Shaw Financial Solutions LLC’s fees compare

• Its flat or project fee of $750-$3,000 is below the Florida median of $4,900. 22% of the 320 other Florida planners that publish a flat or project fee charge less.
• None of the 6 other planners in Coral Gables that publish a flat or project fee charge less.

About Shaw Financial Solutions LLC

• Firm size: 2 employees.
• Registered as an adviser: 2024 (2 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.75% a year

Clients

86

Employees

2

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$106,450,752

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

329057

Phone

(305) 443-1706

Other planners in Coral Gables that publish fees

• Ascent Wealth Management Group, LLCCoral Gables$500/hr
• Azzendo Wealth AdvisorsCoral Gables$750/hr, $7,500⁠-⁠$25,000
• Entelevest, LLCCoral Gables$5,000⁠-⁠$20,000
• Ethos Private WealthCoral Gables$100⁠-⁠$400/hr
• Family and Money MattersCoral Gables$350/hr, $5,000
• Kirtland Financial Management, Inc.Coral Gables$250/hr

Compare all 24 planners in Coral Gables