Gordon Shearer is a CFP-designated registered investment advisor at Cra Financial Services, L.L.C., based in Northfield, NJ, with 21 years of industry experience. Gordon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 5 more. Their firm serves 1,433 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fees generally range between 0.75% and 1.00% depending on the market value of assets under management, complexity, and negotiations.
Fee Estimator
Location
332 Tilton Road, Northfield, NJ, 08225
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cra Financial Services, L.L.C.
Previous Registrations
Comprehensive Advisors, LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Integrity Investment Advisors, LLC
LPL Financial LLC
LPL Financial LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Prestige Wealth Management Group, LLC
LPL Financial Corporation
LPL Financial CorporationBroker
Vanguard Marketing CorporationBroker
Midwest Discount Brokers INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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