Shelby Morgan is a registered investment advisor at W3 Wealth Advisors, LLC, based in Akron, OH, with 38 years of industry experience. Shelby operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
W3 Wealth Advisors does not directly manage investments. Instead, they recommend managed account programs through Valmark Advisers, Inc., where fees are described in Valmark's brochure. These programs may allocate assets to different funds or portfolio managers. Clients may pay custodial, transaction, or account maintenance fees, but W3 does not share in these fees. Clients can buy securities outside these programs without incurring program fees.
Location
301 Springside Drive, Akron, OH, 44333
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Shelby is a partner/owner in W3 Wealth Management, LLC and W3 Global, LLC, both financial services companies, and owns 50% of Crescendo Capital, LLC. Shelby also receives insurance commissions and sells disability insurance, dedicating minimal time to the latter.
Employment History
Current Registrations
W3 Wealth Advisors, LLC
Valmark Advisers, INC.
Valmark Securities, INC.Broker
Previous Registrations
W3 Wealth Advisors, LLC
Mimlic Sales CorporationBroker
MML Investors Services, INC.Broker
M.D. Poitinger and CO., INC.Broker
State Registrations19 states
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.