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 6 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 1 year 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 2 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 4 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 1 year 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 2 years of experience in the finance industry.

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