Sharkey Howes & Javer Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,019,283,596
Clients
868
Advisors
10
of 14 employees
About
SHJ Wealth Advisors is a fee-only fiduciary financial planning and investment management firm that serves individuals, high-net-worth households, trustees, businesses and retirement plans. The team of nine advisors manages just over $1.1 billion across about 868 client relationships and provides written financial plans, ongoing portfolio management, and employer retirement-plan services including an online 401(k) offering.
Investment decisions are made by an internal Investment Committee that uses active asset-allocation strategies combining fundamental and technical analysis with an economic overlay; portfolios are built from no-load mutual funds, ETFs, individual stocks and bonds and may include limited-liquidity interval funds. The firm offers an optional ESG overlay and monitors held-away employer retirement accounts through a third-party aggregation platform, applying discretionary rebalancing and quarterly benchmarking.
Notable features that distinguish the firm include a regular role in educational seminars and workshops and support for external events as part of its client and referral activities, as well as an internet-based SHJ401k plan with third-party recordkeeping for employer clients. SHJ maintains formal policies—such as a Code of Ethics with personal-trading controls, documented trade-aggregation practices and trade-error remediation—and provides quarterly client reporting, reflecting institutionalized procedures for a firm of its scale.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees range from $2,000 to $15,000 depending on complexity; $500 initial retainer.
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.60% $5,000,001+: 0.50% or less
Account minimum: $250,000 Fee-only: Fee-only financial planning and investment advisory services; no commissions received.
Main office
720 South Colorado Blvd, Suite 600 South Tower
Denver CO 80246
Advisors at this office
10
Most active in
Arizona · California · Colorado · Florida · Idaho · Illinois · Kansas · Louisiana · Missouri · Nebraska · New Hampshire · New Mexico · New York · North Carolina · Oregon · Texas · Virginia · Washington · Wyoming
Also doing business as
Sharkey Howes & Javer Inc · Sharley Howes & Javer Inc · Shj Wealth Advisors
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.
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Advisors at this firm
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