Shope Advisors Group fees and pricing
Financial planner in Camillus, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 20, 2026, Shope Advisors Group charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Each consultation is billed at an hourly rate of $250/hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Shope Advisors Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If the client made an advance payment, SAG will refund any unearned portion of the advance payment (see details in Fee Billing section below).”
- “Our goal is to keep fees to a minimum and will inform you in advance of any fee when at all possible.”
- “If a client opens his/her account partially through a quarter, a partial fee will be billed to the client's account on a pro rata basis at the beginning of the next quarter.”
How Shope Advisors Group’s fees compare
- Its hourly rate of $250 is below the New York median of $300. 25% of the 301 other New York planners that publish an hourly rate charge less.
About Shope Advisors Group
“In addition, SAG advises clients regarding cash flow, college planning, retirement planning and provides information on tax planning and estate planning.”
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®, EA, ChFC®, and CFA.
- Founded: 2007 (19 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 86
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning
- Assets managed
- $65,622,520
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 144056
- Phone
- (315) 701-5857
Other planners in New York that publish fees
- 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
- Abaya Wealth Management LLCBuffalo$2,000-$5,000
- Abby Advisors LLCDobbs Ferry$250/hr, $500
- Abernathy Group II LLCNew York$750/hr, $1,000/yr
- About Time Financial PlanningRochester$1,000-$2,000, $700-$3,200/qtr
- Acacia Grove Wealth ManagementSchenectady$300/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.