Shope Advisors Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Shope Advisors Group provides personalized financial planning and investment advice to individuals and a range of entities, including trusts, estates, charitable organizations and small businesses. Services described in the brochure include ongoing asset management, retirement and education planning, cash‑flow analysis and one‑time financial planning consultations.
The firm employs a strategic, core‑and‑satellite asset allocation approach using actively managed mutual funds and exchange‑traded funds with a medium‑to‑long‑term orientation and global diversification. Client accounts are managed on a non‑discretionary basis — the firm does not accept blanket trading authority and consults clients before implementing trades, with assets held at a third‑party custodian.
Shope Advisors Group is a small, owner‑supported advisory team (two advisors managing roughly $65.6 million for about 86 client relationships) that is affiliated with a parent financial planning company and a FINRA‑registered broker‑dealer. Its advisors also serve as registered representatives and state‑licensed insurance agents and may receive separate commission‑based compensation for those activities; the firm discloses and addresses these potential conflicts through written policies, a Code of Ethics and compliance oversight.
Client services
Expertise
Fee options
Less than $100,000 - $99,999: 1.15% annually of assets under management $100,000 - $499,999: 0.90% annually of assets under management $500,000 - $999,999: 0.81% annually of assets under management $1,000,000+: 0.73% annually of assets under management
$250/hour for consultation services; $1,250 for initial retirement plan report (includes 5 hours of consultation); $375 for future updates
Account minimum: $500,000 Minimum fee: Minimum annual fee of $287.50
Main office
Shope Advisors Group, 5014 W Genesee St
Camillus NY 13031
Advisors at this office
2
Most active in
New York
Also doing business as
Shope Advisors Group · Shope Financial Planning Inc. · Shope Financial Planning, Inc.
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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Michelle S
Series 65
Camillus, NY
Shope Advisors Group
Michelle Shope is a financial advisor at Shope Advisors Group with one year of industry experience. She holds a Series 65 designation and previously spent 15 years as a homemaker before beginning her career in financial planning. Shope Advisors Group is an SEC-registered advisory firm that provides personalized financial planning, investment supervisory services, and consultation to individuals, trusts, estates, small businesses, and charitable organizations. The firm manages approximately $57.1 million for about 83 clients and employs a diversified, medium- to long-term strategic asset allocation approach using actively managed mutual funds and ETFs.
James S
CFP®, Series 63, Series 65
Camillus, NY
Shope Advisors Group
James Shope III is a CFP® professional with 27 years of industry experience, currently serving at Shope Advisors Group in Camillus, NY. He has worked at Leigh Baldwin & Co., LLC since 2005. His other business activities include providing fixed insurance services on an as-needed basis. Shope Advisors Group offers personalized financial planning and investment advice to individuals, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic, core-and-satellite asset allocation approach with actively managed mutual funds and ETFs, managing client accounts on a non-discretionary basis.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)