Shelterbelt Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Shelterbelt Advisors is a fee-only independent advisory firm led by a single principal that provides comprehensive financial planning and tax preparation services to individuals, high-net-worth clients, and businesses. The firm does not manage client assets, does not accept custody, and does not execute trades or discretionary investment management on clients’ behalf.
Services are offered as either ongoing engagements or project-based engagements, covering areas such as business planning, retirement and estate planning, cash‑flow and debt management, insurance review, and tax planning and preparation. When securities recommendations are made in the context of a financial plan, the firm cites modern portfolio theory, asset allocation, and a preference for passive funds, and it can construct portfolios that incorporate socially responsible investing criteria at client request.
Noteworthy distinctions include the firm’s avoidance of percentage-of-assets-under-management fee arrangements—relying instead on fixed, recurring, and hourly planning fees—and its explicit focus on planning and tax services rather than AUM-based investment management. The principal’s concurrent work supporting farm business management programs and operating a regenerative farm suggests an operational specialty and client orientation that may be particularly relevant to agricultural business owners and family enterprises.
Client services
Expertise
Occupation focus
Fee options
Recurring fixed fee for Ongoing Financial Planning ranging from $200 to $600 monthly
Hourly rate of $200 for Project-Based Financial Planning
Minimum fee: Initial fee ranging from $300 to $900 for initial financial plan construction Fee-only: Fee-only firm compensated solely for advisory services
Main office
Red Hook NY
Advisors at this office
1
Most active in
New York
Also doing business as
Grows On Trees, LLC · Shelterbelt 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.
Forms ADV
Quick links
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