# Baddish Shapiro Financial Planning Group

Baddish Shapiro Financial Planning Group is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 125619
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/125619

## About

BADDISH SHAPIRO FINANCIAL PLANNING GROUP is a state-registered investment adviser with offices in WOODBURY, NY. The firm provides investment advice to clients.

## Sectors

- Financial Services

## Questions

### Is Baddish Shapiro Financial Planning Group a fiduciary?

Registered Investment Advisors (RIAs) operating as independent financial planners are generally held to a fiduciary standard, meaning they must act in their clients' best interests. Without access to the firm's specific SEC or state registration filings, this cannot be confirmed definitively. Potential clients should request a copy of the firm's Form ADV Part 2A, which discloses its regulatory status and any conflicts of interest.

### Does the firm have a minimum asset requirement for new clients?

Many financial planning practices set minimum investable asset thresholds, which can range from $100,000 to over $1 million, depending on the clientele they serve. Some firms also offer standalone financial planning services without requiring asset management. This firm's specific client requirements are not published publicly.

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- [DBIA](https://altss.com/profile/dbia-llc)

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Last updated: 2026-08-14T12:30:00.000Z

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