SHOPE FINANCIAL PLANNING, INC.

SHOPE FINANCIAL PLANNING, INC. of CAMILLUS, NY is an SEC-registered investment adviser (CRD 144056). Regulatory assets under management: $65.6M.

Registration

• CRD: 144056
• SEC file number: 801-123407
• Type: Registered investment adviser
• Location: SHOPE ADVISORS GROUP, 5014 W GENESEE ST, CAMILLUS, NY, 13031
• Phone: 315-701-5857
• Latest filing: 2026-03-03
• Regulatory AUM: $65.6M
• Non-discretionary AUM: $65.6M
• Clients: 2
• Accounts: 86

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals.

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 144056 on SEC IAPD (source of record)
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