Shannon Grey is a CFP-designated registered investment advisor at Investedge Planning, based in San Diego, CA, with 25 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 21 clients with $4.8M 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% |
| $3M+ | 0.67% |
A maximum flat fee of $20,000 applies for account values above $3,000,001. Fees are negotiable and include third-party manager fees. Total fees will not exceed 3% of assets under management.
Fee Estimator
Contact
Shannon Grey
Location
San Diego, CA
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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 Activities
Shannon works as a financial planner for Origin Financial, providing financial planning services. This activity takes a few hours per week.
Employment History
Current Registrations
Investedge Planning
Origin Investment Advisory LLC
Previous Registrations
Pfg Advisors
Investedge Planning
Charles Schwab & CO., INC.
Optionsxpress, INC.Broker
Charles Schwab & CO., INC.Broker
State Registrations2 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
Additional Information
Having over twenty years of experience as a financial advisor, Shannon Grey began her financial career in 1999 with Charles Schwab and Co. She holds an M.S. in Personal Financial Planning and is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. and she also holds the Chartered Retirement Planning Counselor? designation.
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