Shorebird, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Shorebird, LLC provides financial planning, ongoing financial advising, portfolio management, and referrals to third‑party investment advisers for individuals, high‑net‑worth clients, and business entities. The firm operates as a single‑advisor practice with a very small client base (four clients) and delivers written financial plans and periodic reviews of both managed accounts and assets held away from the firm.
The firm’s investment approach emphasizes asset allocation, use of model portfolios, long‑term purchase strategies, mutual funds and ETFs, and periodic rebalancing tailored to each client’s objectives and risk tolerance. Notably, Shorebird reports $0 in discretionary assets and $1,052,382 in non‑discretionary assets as of December 31, 2023, indicating that it typically provides advice where client authorization is required before trade execution.
A distinctive aspect of the firm is its owner’s affiliation with an external finance and accounting company (a co‑ownership and Chief Analyzer role at Finch), a relationship that the brochure discloses as a potential conflict of interest. The firm also commonly recommends and monitors third‑party advisers (including Betterment) and uses custodians such as Betterment Securities and Interactive Brokers, while receiving non‑economic platform support from those providers.
Client services
Expertise
Fee options
Fixed fees between $500 to $5,000 for financial planning services.
When clients implement financial plans through representatives, representatives may receive commissions or fees.
$125 per hour with a minimum of two hours per engagement for financial planning services.
Fee-only: Hourly fee of $125 per hour with a minimum of two hours per engagement; Fixed fees between $500 to $5,000 for financial planning services; Monthly fee between $100 to $500 for ongoing financial advising services.
Main office
2459 Eastbluff Drive, Suite 752
Newport Beach CA 92660
Advisors at this office
1
Most active in
California
Also doing business as
Shorebird Financial, LLC · Shorebird, LLC
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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