Shetland Financial, PLLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Shetland Financial serves individual clients and small businesses with financial planning and wealth management and also offers tax and accounting services. The firm is a single‑advisor practice with a small client base (six clients) and manages approximately $3.1 million in non‑discretionary assets.
Its investment work combines fundamental analysis with principally passive portfolio construction using index mutual funds and ETFs, and the firm may implement third‑party model portfolios published by Altruist. Portfolios are managed on a non‑discretionary basis — the firm does not exercise investment discretion and client approval is required for trades.
Distinctive features include the integration of tax and accounting services alongside financial advice, which the brochure says can occupy a substantial portion of the firm’s daily work, and a principal who holds both CPA and CFA credentials. Relative to peers, the firm’s small, primarily non‑high‑net‑worth client base and reliance on non‑discretionary, model‑based solutions (and the firm’s stated practice of not voting client proxies) are atypical for supported advisers.
Client services
Expertise
Fee options
Financial Planning Fee: $1,400.00 for stand-alone plan; Tax and accounting fees range $500 - $5,000
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.85% $5,000,001+: 0.75%
$200.00 per hour for ad-hoc consulting
Fee-only: Financial Planning: $1,400 per plan; Hourly Consulting: $200 per hour
Main office
4647 Saucon Creek Rd, Suite 201
Center Valley PA 18034
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
Shetland Advisors · Shetland Financial, LLC · Shetland Financial, PLLC
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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