Shawn Maloney is a registered investment advisor at Retire Wise, LLC, based in McRae, GA, with 1 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable based on factors such as historical relationship, type of assets, and total portfolio size.
Fee Estimator
Location
342 South Third Ave, McRae, GA, 31055
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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 →Other Business ActivitiesSells Insurance
Shawn is the owner/CEO of Retire Wise, LLC, offering retirement and financial planning, and selling insurance/annuities, dedicating nearly full-time hours to this. Shawn is also a member/subscriber of FMT Solutions LLC, presenting financial education courses, which takes about 10-20% of his time.
Employment History
Current Registrations
Retire Wise, LLC
Ae Wealth Management, LLC
Previous Registrations
Financial & Tax Architects, LLC
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.