{
  "crd_number": 144056,
  "slug": "shope-advisors-group-camillus-ny-144056",
  "primary_business_name": "SHOPE ADVISORS GROUP",
  "legal_name": "SHOPE FINANCIAL PLANNING, INC.",
  "dbas": [
    "SHOPE FINANCIAL PLANNING, INC."
  ],
  "city": "Camillus",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "45060",
  "metro": {
    "cbsa_code": "45060",
    "common_name": "Syracuse",
    "msa_name": "Syracuse, NY",
    "path": "/advisors/ny/syracuse"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-03-10",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-03-03",
  "carried_forward": false,
  "raum_total": 65622520.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 65622520.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 24490840.0,
      "count": 66
    },
    "high_net_worth_individuals": {
      "raum": 41131680.0,
      "count": 20
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NY"
  ],
  "websites": [
    "https://shopefinancialplanning.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/144056",
  "city_as_filed": "CAMILLUS",
  "url": "https://advisorcensus.com/firm/shope-advisors-group-camillus-ny-144056",
  "display_name": "Shope Advisors Group",
  "summary": "Shope Advisors Group is an SEC-registered investment advisory firm in Camillus, NY, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.",
  "citation": "AdvisorCensus. Shope Advisors Group (CRD 144056): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services"
  ],
  "quick_answers": [
    {
      "q": "How is Shope Advisors Group compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Shope Advisors Group reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "How much does Shope Advisors Group charge?",
      "a": "Its Form ADV Part 2A brochure dated February 20, 2026 states: Hourly rate: $250 an hour (Each consultation). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Shope Advisors Group located?",
      "a": "Shope Advisors Group's principal office is in Camillus, NY, according to its Form ADV."
    },
    {
      "q": "Is Shope Advisors Group registered with the SEC or a state?",
      "a": "Shope Advisors Group is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 144056."
    },
    {
      "q": "How much does Shope Advisors Group manage?",
      "a": "Shope Advisors Group reports $65,622,520 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (0% discretionary)."
    },
    {
      "q": "How have Shope Advisors Group's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Shope Advisors Group: Regulatory assets under management: $47,678,466 in the October 2022 data and $65,622,520 in the October 2026 data, up 38%. Total employees: 2 in October 2022 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Shope Advisors Group serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (66); high net worth individuals (20)."
    },
    {
      "q": "Which custodians does Shope Advisors Group use?",
      "a": "Shope Advisors Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Shope Advisors Group report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/144056"
    },
    {
      "q": "What changed in Shope Advisors Group's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $57,096,078 to $65,622,520 (+15%)."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 47678466.0,
      "total_employees": 2,
      "filing_date": "2022-07-13"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 44596566.0,
      "total_employees": 2,
      "filing_date": "2023-03-02"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 50486372.0,
      "total_employees": 2,
      "filing_date": "2024-02-13"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 57096078.0,
      "total_employees": 2,
      "filing_date": "2025-02-20"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 65622520.0,
      "total_employees": 2,
      "filing_date": "2026-03-03"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $57,096,078 to $65,622,520 (+15%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 20, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$287.50",
    "planning_fees": [
      "Hourly rate: $250 an hour (Each consultation)"
    ],
    "figures": [
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $287.50"
        ],
        "quotes": [
          "Clients receiving ongoing asset management services will be assessed a $287.50 minimum annual fee."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 an hour (Each consultation)"
        ],
        "quotes": [
          "Each consultation is billed at an hourly rate of $250/hour. Any future update requests will result in an additional charge."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": 287.5,
      "planning": [
        {
          "kind": "hourly",
          "amount": 250.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Each consultation"
        }
      ]
    },
    "quotes": [
      "Clients receiving ongoing asset management services will be assessed a $287.50 minimum annual fee.",
      "Each consultation is billed at an hourly rate of $250/hour. Any future update requests will result in an additional charge."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/shope-advisors-group-camillus-ny-144056.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 66,
      "fewer_than_5": false,
      "raum": 24490840.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 20,
      "fewer_than_5": false,
      "raum": 41131680.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/144056",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}