Shoreglass Financial Studio
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Shoreglass Financial Studio is a newly formed, fee-only registered investment adviser that expects to begin operations once its registration is effective. The firm intends to serve individuals and high-net-worth individuals with ongoing investment management, comprehensive financial planning, and project-based (one-time) planning engagements.
Shoreglass generally provides portfolio management — typically on a discretionary basis when authorized — and integrates investment decisions with each client’s broader financial plan by considering objectives, time horizon, risk tolerance, taxes, liquidity, and existing holdings. Its approach emphasizes long-term allocation, periodic rebalancing, tax-aware choices, and may use ETFs, mutual funds, individual equities, and third‑party model portfolios available through its custody/technology platform.
Notable features for a firm without active advisors include offering fixed-fee planning options (both a subscription-style Foundations service and fixed-price project planning) alongside asset-based portfolio management, and imposing no minimum account size. The firm operates on a fee-only basis, does not act as a private fund adviser, will not vote client proxies, and its principal maintains a temporary affiliation with another advisory firm that is expected to end before Shoreglass accepts clients.
Client services
Expertise
Fee options
One-time financial planning fees, fixed project fee determined in advance; foundations service: $250 initial fee plus $125 per month
$0 - $250,000: 1.25% $250,001 - $500,000: 1.10% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.70% $5,000,001 - $8,000,000: 0.50% $8,000,001+: 0.40%
Foundations financial planning service, $250 initial fee plus $125 per month with an initial three-month commitment
Fee-only: Fee-only investment adviser; does not receive commissions or performance-based fees
Main office
Toledo OH
Advisors at this office
1
Most active in
Ohio
Also doing business as
Shoreglass Financial Studio · Shoreglass Financial Studio, 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 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
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