Shaw Financial Solutions LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$101,534,742
Clients
86
Advisors
2
of 2 employees
About
Shaw Financial Solutions, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth individuals, and business entities, managing roughly $106 million across about 86 client accounts. The firm tailors programs with written Investment Policy Statements, may use model allocations, and allows client-imposed restrictions when compatible with its services.
The firm’s investment approach emphasizes long-term trading and combines charting, fundamental and technical analysis to construct diversified portfolios using mutual funds, fixed income, real estate funds, equities, ETFs (including precious-metal ETFs), annuities and other securities. It typically seeks discretionary trading authority, documents clients’ risk tolerances in IPSs, and conducts regular monitoring while disclosing the market- and security-specific risks inherent to its recommended investments.
Noteworthy differences from many peers include an affiliation with insurance activities: supervised persons are licensed to sell insurance and may receive commissions for insurance and annuity products, a conflict the firm discloses and documents and for which clients are informed they may purchase products elsewhere. The firm’s principal also operates a personal investment vehicle focused on passive real estate and business investments, and Shaw Financial requires use of custodians through Schwab Institutional or Interactive Brokers, which provides access to institutional research and services the firm may consider when selecting brokers.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees negotiated between $750 and $3,000.
$0 - $99,999: 1.75% $100,000 - $249,999: 1.50% $250,000 - $499,999: 1.35% $500,000 - $999,999: 1.25% $1,000,000+: 1.00%
Advisors accept commissions for sale of investment products; commissions are not primary source of compensation and advisory fees are not reduced by commissions.
Main office
2121 Ponce De Leon Blvd, Ste 405
Coral Gables FL 33134
Advisors at this office
2
Most active in
Florida · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Advisors at this firm
Lawrence S
Series 66
Coral Gables, FL
Shaw Financial Solutions LLC
Lawrence Shaw is a financial advisor at Shaw Financial Solutions LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Insight Securities, I. since 2009, Precise Investment Management, Inc. from 2022 to 2024, and Shaw Financial Solutions since 2023. Shaw is a member and partner of Andraste Partners LLC, an entity used to facilitate brokerage office expenses. Shaw Financial Solutions LLC provides portfolio management and financial planning primarily to individual clients, including high-net-worth individuals, as well as corporations and business entities. The firm employs a combination of charting, fundamental and technical analysis to manage discretionary portfolios across various asset classes, including mutual funds, ETFs, fixed income, real estate funds, and insurance products.
Jennifer T
CFP®, Series 66
Coral Gables, FL
Shaw Financial Solutions LLC
Jennifer Taub is a CFP® with 21 years of industry experience. She is currently with Shaw Financial Solutions LLC and previously worked at Precise Investment Management, Inc. and Insight Securities, Inc. Shaw Financial Solutions LLC provides portfolio management and financial planning primarily to individual clients, including high-net-worth individuals, as well as corporations and business entities. The firm combines charting, fundamental and technical analysis, generally pursuing long-term trading and model allocations across various asset classes, managing accounts mostly on a discretionary basis.
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