# Shope Advisors Group

> 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.

- CRD: 144056
- Filed as: SHOPE ADVISORS GROUP
- Legal name: Shope Financial Planning, Inc.
- Also doing business as: SHOPE FINANCIAL PLANNING, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Camillus, NY
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/144056
- AdvisorCensus page: https://advisorcensus.com/firm/shope-advisors-group-camillus-ny-144056

## Quick answers

**How is Shope Advisors Group compensated?**
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.

**How much does Shope Advisors Group charge?**
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.

**Where is Shope Advisors Group located?**
Shope Advisors Group's principal office is in Camillus, NY, according to its Form ADV.

**Is Shope Advisors Group registered with the SEC or a state?**
Shope Advisors Group is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 144056.

**How much does Shope Advisors Group manage?**
Shope Advisors Group reports $65,622,520 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (0% discretionary).

**How have Shope Advisors Group's assets and staff changed since 2022?**
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.

**What types of clients does Shope Advisors Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (66); high net worth individuals (20).

**Which custodians does Shope Advisors Group use?**
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.

**Does Shope Advisors Group report any disciplinary disclosures?**
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

**What changed in Shope Advisors Group's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $57,096,078 to $65,622,520 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated February 20, 2026)

- Minimum annual fee: $287.50

> Clients receiving ongoing asset management services will be assessed a $287.50 minimum annual fee.

- Hourly rate: $250 an hour (Each consultation)

> Each consultation is billed at an hourly rate of $250/hour. Any future update requests will result in an additional charge.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $65,622,520
- Discretionary: $0
- Non-discretionary: $65,622,520

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 66 | $24,490,840 |
| High net worth individuals | 20 | $41,131,680 |

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2022 (4 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- shopefinancialplanning.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $47,678,466 | 2 | July 13, 2022 |
| October 2023 | $44,596,566 | 2 | March 2, 2023 |
| October 2024 | $50,486,372 | 2 | February 13, 2024 |
| October 2025 | $57,096,078 | 2 | February 20, 2025 |
| October 2026 | $65,622,520 | 2 | March 3, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $57,096,078 to $65,622,520 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Shope Advisors Group (CRD 144056): Form ADV filing data as of October 2026.