Shannon Bene is a CFP-designated registered investment advisor at Empirical Wealth Management, based in Portland, OR, with 30 years of industry experience. Shannon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 2,400 clients with $8.4B 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% |
Standard fee schedule starts at 1.00% and scales lower for greater levels of assets under management. Fees are negotiable.
Fee Estimator
Location
805 SW Broadway Suite 2400, Portland, OR 97205, Suite 2400, Portland, OR, 97205
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 Activities
Shannon owns Veloworks, a bicycle repair business, since 2020. She spends a few hours per week on this activity, which is not investment-related.
Employment History
Current Registrations
Empirical Wealth Management
Previous Registrations
E*trade Capital Management, LLC
E*trade Securities LLCBroker
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
State Registrations4 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.
Exams
More Advisors
- Kelly Romano, CFPEmpirical Wealth Management
- Samuel Brigham, CFAEmpirical Wealth Management
- Dustin Rue, CFPEmpirical Wealth Management
- Jorge Rosas, CFPEmpirical Wealth Management
- Peter Michel, CFAEmpirical Wealth Management
- Mark Umek, CFPEmpirical Wealth Management