Shawn Arseneau
Shawn Arseneau is a CFP, ChFC-designated registered investment advisor at Arseneau Financial, based in Westerville, OH, with 20 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, High Net Worth, Insurance Planning, and 3 more. Their firm serves 49 clients with $42M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fee Estimator
Location
240 S State St., We12, Westerville, OH, 43081
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
Shawn is a licensed insurance agent and a partner in Family Jewels LLC, an investment club, spending minimal time on the latter. He also founded The Retirement Life, a digital media platform focused on retirement, dedicating about 10-20% of his time to it and deriving 5% of his yearly compensation from the business.
Employment History
Current Registrations
Arseneau Financial
Previous Registrations
Wealthbridge Capital Management, LLC
W3 Wealth Advisors, LLC
Valmark Advisers, INC.
Valmark Securities, INC.Broker
Gravitas Wealth Partners
Estate Planning Professionals
The Harvest Company, LLC
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
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.