SHA Advisory
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
SHA Advisory provides financial planning and investment advice to individuals (including high‑net‑worth clients), families, trusts, and small business owners. The firm’s services center on creating financial plans, explaining asset classes and risk characteristics, and helping clients establish and manage self-directed brokerage accounts rather than acting as a portfolio manager.
The firm operates a do‑it‑yourself consulting model that emphasizes client education on diversification, business‑cycle factors, and risk management; it does not provide discretionary trading, performance tracking, or ongoing portfolio management for individual accounts. SHA Advisory recommends a custodian (Charles Schwab) for client accounts but does not take custody of client assets or accept soft‑dollar benefits.
Compared with many independent advisers, SHA Advisory does not charge percentage‑of‑AUM fees and instead provides advice on an hourly/engagement basis, and it does not accept performance‑based or commission compensation. The firm is newly formed and run by a single adviser, offering occasional case‑by‑case research projects and assistance with investment policy statements, which distinguishes it from peers that typically manage client assets or bill based on assets under management.
Client services
Expertise
Fee options
$175 per hour, minimum billing unit 30 minutes, charged every 15 minutes thereafter
Fee-only: $175 per hour, minimum billing unit 30 minutes, charged every 15 minutes thereafter
Main office
Salt Lake City UT
Advisors at this office
1
Most active in
Utah
Also doing business as
Sha Advisory · Steven Harry Altman
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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