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Shane Brosnan

West Wealth Group, LLC
30 Years of Experience
Irvine, CA
Sells Insurance
View SEC Summary
View SEC Summary

Shane Brosnan is a registered investment advisor at West Wealth Group, LLC, based in Irvine, CA, with 30 years of industry experience. Shane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 2,746 clients with $620M in assets under management.

West Wealth Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
2,746 clients
Average Client Portfolio
$225K average
Assets Under Management
$616.7M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Annual fees range from 0.75% to 1.50% of assets under management and are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

2 Park Plaza, Suite 800, Irvine, CA, 92614

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Shane is a Member/President of Brosnan & Associates Financial & Insurance Services, LLC, focusing on fixed insurance and annuity sales & marketing since 1998. Shane also works as a Representative for insurance sales since 1999, dedicating a few hours per week to each role.

Employment History
Current Registrations
West Wealth Group, LLC
October 2021 - Present · 5 yrs
Previous Registrations
Cooper Mcmanus
July 2017 - December 2021 · 4 yrs 5 mos
Cooper Mcmanus
June 2015 - July 2017 · 2 yrs 1 mo
Securities America, INC.Broker
May 2015 - July 2017 · 2 yrs 2 mos
Capital Synergy Partners
November 2013 - May 2015 · 1 yr 6 mos
Capital Synergy PartnersBroker
January 2011 - May 2015 · 4 yrs 4 mos
Financial West Group
September 2003 - December 2010 · 7 yrs 3 mos
Financial West GroupBroker
March 2002 - December 2010 · 8 yrs 9 mos
Independent Advisers Group CORP
May 2001 - February 2007 · 5 yrs 9 mos
Jefferson Pilot Securities CorporationBroker
June 1998 - March 2002 · 3 yrs 9 mos
Ascend Financial Services, INC.Broker
April 1996 - June 1998 · 2 yrs 2 mos
State Registrations3 states
CALATX
Advisor

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
No exam information available for this advisor.
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