Shp Wealth Management, LLC

Shp Wealth Management, LLC (CRD# 174697) is a financial advisory firm headquartered in Plymouth, MA. They manage $79,528,000 in 704 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    80
    MILLION
  • Total Number of Accounts
    704
    ACCOUNTS
  • Average Account Value
    $112,966
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Shp Wealth Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Harold C. Marshall
CRD#: 2320693
225 Water St, Suite C210, Plymouth, MA 02360
93
Wealthminder
score

Harold Marshall (CRD# 2320693) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 7 years of experience in the finance industry.

2
Joseph A. Anderson
CRD#: 6353257
225 Water St, Suite C210, Plymouth, MA 02360
88
Wealthminder
score

Joseph Anderson (CRD# 6353257) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 2 years of experience in the finance industry.

3
Nicholas E. Nelson
CRD#: 6209581
225 Water St, Suite C210, Plymouth, MA 02360
88
Wealthminder
score

Nicholas Nelson (CRD# 6209581) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 3 years of experience in the finance industry.

4
Matthew Peck
CRD#: 6128514
225 Water St, Suite C210, Plymouth, MA 02360
73
Wealthminder
score

Matthew Peck (CRD# 6128514) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 5 years of experience in the finance industry. Matthew Peck has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Keith W. Ellis
CRD#: 6441180
225 Water St, Suite C210, Plymouth, MA 02360
68
Wealthminder
score

Keith Ellis (CRD# 6441180) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 2 years of experience in the finance industry.

6
Derek L. Gregoire
CRD#: 6384801
225 Water St, Suite C210, Plymouth, MA 02360
68
Wealthminder
score

Derek Gregoire (CRD# 6384801) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 3 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.