Shp Wealth Management, LLC

Shp Wealth Management, LLC (CRD# 174697) is a financial advisory firm headquartered in Plymouth, MA. They manage $220,221,769 in 2,640 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    220
    MILLION
  • Total Number of Accounts
    2,640
    ACCOUNTS
  • Average Account Value
    $83,417
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.

FL, MA, NH

Financial Advisors at Shp Wealth Management, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Mark S. Kenney
CRD#: 5844639
225 Water St, Suite C210, Plymouth, MA 02360
96
Wealthminder
score

Mark Kenney (CRD# 5844639) 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. Mark Kenney 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.

2
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 8 years of experience in the finance industry.

3
Nicholas E. Nelson
CRD#: 6209581
225 Water St, Suite C210, Plymouth, MA 02360
90
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
Joseph A. Anderson
CRD#: 6353257
225 Water St, Suite C210, Plymouth, MA 02360
89
Wealthminder
score

Joseph Anderson (CRD# 6353257) 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.

5
Larry B. Nogueira
CRD#: 2565530
225 Water St, Suite C210, Plymouth, MA 02360
78
Wealthminder
score

Larry Nogueira (CRD# 2565530) 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.

6
Jody M. McCoy
CRD#: 6154970
225 Water St, Suite C210, Plymouth, MA 02360
76
Wealthminder
score

Jody McCoy (CRD# 6154970) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has 1 year of experience in the finance industry.

7
Matthew C. Peck
CRD#: 6128514
225 Water St, Suite C210, Plymouth, MA 02360
76
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.

8
Keith W. Ellis
CRD#: 6441180
225 Water St, Suite C210, Plymouth, MA 02360
70
Wealthminder
score

Keith Ellis (CRD# 6441180) 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.

9
Derek L. Gregoire
CRD#: 6384801
225 Water St, Suite C210, Plymouth, MA 02360
70
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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