Shelterbelt Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
10
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$0
About
Shelterbelt Advisors is a fee-only independent advisory firm led by a single principal that provides comprehensive financial planning and tax preparation services to individuals, high-net-worth clients, and businesses. The firm does not manage client assets, does not accept custody, and does not execute trades or discretionary investment management on clients’ behalf.
Services are offered as either ongoing engagements or project-based engagements, covering areas such as business planning, retirement and estate planning, cash‑flow and debt management, insurance review, and tax planning and preparation. When securities recommendations are made in the context of a financial plan, the firm cites modern portfolio theory, asset allocation, and a preference for passive funds, and it can construct portfolios that incorporate socially responsible investing criteria at client request.
Noteworthy distinctions include the firm’s avoidance of percentage-of-assets-under-management fee arrangements—relying instead on fixed, recurring, and hourly planning fees—and its explicit focus on planning and tax services rather than AUM-based investment management. The principal’s concurrent work supporting farm business management programs and operating a regenerative farm suggests an operational specialty and client orientation that may be particularly relevant to agricultural business owners and family enterprises.
Client services
Financial planning
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Fee options
Recurring fixed fee for Ongoing Financial Planning ranging from $200 to $600 monthly
Hourly rate of $200 for Project-Based Financial Planning
Minimum fee: Initial fee ranging from $300 to $900 for initial financial plan construction Fee-only: Fee-only firm compensated solely for advisory services
Main office location
Shelterbelt Advisors
Red Hook NY, United States
Number of offices
1
Most active in
Shelterbelt Advisors has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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