SHP Wealth Management, LLC

RIASEC RegisteredEst. 2016

Total AUM

$1.9B

Discretionary

$1.8B

94% of AUM

Avg account

$257K

Accounts

7,457

Employees

Advisory reps

Firm details

Headquarters: Plymouth, Massachusetts
CRD number: 174697
Registered since: November 29, 2016
Website: shpfinancial.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Other
Client types: HNWI59.23%
Individuals34.47%
Other Investment Advisers5.14%
Pension & Profit Sharing Plans0.85%
Corporations / Businesses0.23%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

SHP Wealth Management, LLC is an independent registered investment adviser formed in 2016 that serves both individual/family and institutional clients. The firm identifies as a capital allocator and provides a mix of financial planning and portfolio management services for individuals, small businesses, and institutions. Its advisory menu also includes pension consulting, selection of other advisers, and educational seminars or workshops. Fee arrangements include percentage-of-AUM billing, hourly charges, and other fee structures. The firm is not positioned as an active ESG investor and reports a domestic, single-state adviser footprint. SHP maintains industry relationships as a broker-dealer, other investment adviser, trust company and insurance company, indicating access to a range of product wrappers and third-party platforms that support its advisory and implementation capabilities.