Shonan Gold Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$12,000
Total clients
2
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
2
Average account size
$6,000
About
Shonan Gold Financial LLC provides financial planning and consulting to individual clients, offering both project-based and ongoing plans as well as automated investment-management support and third-party money-monitoring arrangements. The firm prepares written plans that cover goals, tax and retirement planning, cash flow, insurance, and other areas, with implementation left to the client or to separate third-party managers under contract.
The firm’s stated investment approach uses Modern Portfolio Theory and favors long-term strategies, with asset allocation and investment recommendations tailored to each client’s risk tolerance and objectives. Shonan Gold does not exercise investment discretion over client accounts, and clients retain custody of assets and responsibility for proxy voting while the firm may arrange for fee deduction through the chosen custodian.
Compared with peers, the firm is newly registered (2021) and operates as a very small, solo advisory practice—reporting only two clients and roughly $12,000 in assets—while being owned by two principals, one of whom maintains substantial outside employment (about 160 hours per month) and a separate media business. The adviser does not participate in wrap programs, does not vote client proxies, and relies on third-party custodians and managers for execution and monitoring, which may affect how services are delivered relative to larger independent firms.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Charitable giving & philanthropy
Debt management
Real estate investing
Fee options
$125 per hour
Account minimum: $39 per month minimum fee for individuals; $59 per month minimum fee for married couples Minimum fee: Minimum monthly fee of $39 for individuals and $59 for married couples
Main office location
Shonan Gold Financial LLC
Tallahassee FL, United States
Number of offices
1
Most active in
Shonan Gold Financial LLC has reported serving >5 clients in these states in the last 12 months.
Florida
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
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