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Shope Advisors Group

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Client assets under management

$65,622,520

Clients

86

23% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

43

Typical

Average account size

$763,053

About

Shope Advisors Group provides personalized financial planning and investment advice to individuals and a range of entities, including trusts, estates, charitable organizations and small businesses. Services described in the brochure include ongoing asset management, retirement and education planning, cash‑flow analysis and one‑time financial planning consultations.

The firm employs a strategic, core‑and‑satellite asset allocation approach using actively managed mutual funds and exchange‑traded funds with a medium‑to‑long‑term orientation and global diversification. Client accounts are managed on a non‑discretionary basis — the firm does not accept blanket trading authority and consults clients before implementing trades, with assets held at a third‑party custodian.

Shope Advisors Group is a small, owner‑supported advisory team (two advisors managing roughly $65.6 million for about 86 client relationships) that is affiliated with a parent financial planning company and a FINRA‑registered broker‑dealer. Its advisors also serve as registered representatives and state‑licensed insurance agents and may receive separate commission‑based compensation for those activities; the firm discloses and addresses these potential conflicts through written policies, a Code of Ethics and compliance oversight.

Client services

Financial planning

Expertise

General retirement planning Income planning General tax planning General estate planning guidance College savings (529s, UTMA, etc.)

Fee options

Percentage

Less than $100,000 - $99,999: 1.15% annually of assets under management $100,000 - $499,999: 0.90% annually of assets under management $500,000 - $999,999: 0.81% annually of assets under management $1,000,000+: 0.73% annually of assets under management

Project-based

$250/hour for consultation services; $1,250 for initial retirement plan report (includes 5 hours of consultation); $375 for future updates

Other

Account minimum: $500,000 Minimum fee: Minimum annual fee of $287.50

Main office location

Shope Advisors Group

Shope Advisors Group, 5014 W Genesee St

Camillus NY 13031, United States

Number of offices

1

Most active in

More info

New York

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 315-701-5857

Advisors at this firm

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user avatar

Michelle S

Series 65

Camillus, NY

Shope Advisors Group

Michelle Shope is a financial advisor at Shope Advisors Group with one year of industry experience. She holds a Series 65 designation and previously spent 15 years as a homemaker before beginning her career in financial planning. Shope Advisors Group is an SEC-registered advisory firm that provides personalized financial planning, investment supervisory services, and consultation to individuals, trusts, estates, small businesses, and charitable organizations. The firm manages approximately $57.1 million for about 83 clients and employs a diversified, medium- to long-term strategic asset allocation approach using actively managed mutual funds and ETFs.

General retirement planning Income planning General tax planning General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

James S

CFP®, Series 63, Series 65

Camillus, NY

Shope Advisors Group

James Shope III is a CFP® professional with 26 years of industry experience. He is the sole advisor at Shope Advisors Group and has been associated with Leigh Baldwin & Co., LLC since 2005. Shope occasionally provides fixed insurance services on a non-investment basis. Shope Advisors Group is an SEC-registered firm serving individuals, trusts, estates, small businesses, and charitable organizations. The firm manages approximately $57.1 million in client assets, focusing on diversified, medium- to long-term strategic asset allocation through a core-and-satellite approach using actively managed mutual funds and ETFs.

General retirement planning Income planning General tax planning General estate planning guidance College savings (529s, UTMA, etc.)
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