SHAPIRO FINANCIAL SECURITY GROUP, INC.

Overview

Shapiro Financial Security Group, Inc. is an independent registered investment adviser operating as a corporation and owned by an individual. The firm focuses on advising individuals and families, providing fee-based financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. Its fee structure is a mix of percentage of assets under management, hourly charges and fixed fees, which supports both ongoing advisory relationships and one-off planning engagements. The firm maintains a largely discretionary investment program — the bulk of client assets are managed on a discretionary basis — and does not position itself as a capital allocator into third‑party private fund managers. Shapiro Financial Security Group, Inc. also lists accounting among its business activities, indicating an integrated tax and planning orientation in client work. The firm was named a Top RIA Firm by FA Magazine in 2020. Shapiro Financial Security Group, Inc. does not identify as an active ESG investor and is not registered as a multi‑state adviser or pension consultant. Its advisory scope is concentrated on individual and family wealth rather than institutional or retirement-plan consulting.

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