Shannon Kujawa
Shannon Kujawa is a registered investment advisor at Ascentis Independent Advisors, LLC, based in Newport Beach, CA, with 18 years of industry experience. Shannon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 2,208 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ascentis Independent Advisors offers asset management and comprehensive portfolio management services. The maximum annual fee for these services is 2.00% of the value of your account, deducted quarterly in advance. Fees are negotiable. Ascentis may invest client assets in models created by affiliates, who could be compensated.
Location
20201 SW Birch St, Ste 250, Newport Beach, CA, 92660
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 is an accounting manager for Vanderweel Ventures, LLC, a management company for DelTaco restaurants, dedicating about 10% of her time. She is also a sole proprietor providing real estate and accounting/bookkeeping services on a contract basis, which takes up approximately 35-40% of her time. Additionally, Shannon has personal investment property in Tennessee.
Employment History
Current Registrations
Ascentis Independent Advisors, LLC
Previous Registrations
Golden State Equity Advisors, LLC
Independent Financial Partners
LPL Financial LLCBroker
Mutual Service 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.