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SHOPE ADVISORS GROUP
Legal name: SHOPE FINANCIAL PLANNING, INC.
CRD 144056File 801-123407
APPROVED
Retail clients
Filing as of Mar 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$65.6M
Bottom 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $65.6M
Clients
86
86 accounts
Employees
2
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Mar 10, 2022
- Principal office
- SHOPE ADVISORS GROUP, 5014 W GENESEE ST, CAMILLUS, NY, 13031
- Phone
- 315-701-5857
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $65.6M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $65.6M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 86
- Total accounts
- 86
- AUM per client
- $763K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 20 | $41.1M |
| Individuals (other than high net worth individuals) | 66 | $24.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.