Gordon Shearer is a CFP-designated registered investment advisor at Cra Financial Services, L.L.C., based in Northfield, NJ, with 20 years of industry experience. Gordon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,366 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CRA Financial provides investment management services for an annual fee based on a percentage of the value of your portfolio. The annual fee generally varies between 0.75% and 1.00%, depending on the amount of assets managed. The fee is charged quarterly, in advance. CRA may provide complimentary financial planning services to clients who engage CRA for investment management services.
Location
332 Tilton Road, Northfield, NJ, 08225
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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.