Shannon Hardiek
Shannon Hardiek is a registered investment advisor at Foxworthy Wealth Advisors, LLC, based in Fort Wayne, IN, with 24 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, Insurance Planning, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
Foxworthy Wealth Advisors charges a fixed fee between $1,500 and $5,000 for creating a financial plan. The final fee depends on the complexity of the plan.
Location
7230 Engle Road, Suite 313, Fort Wayne, IN, 46804
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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 ActivitiesSells Insurance
Shannon is an independent insurance agent for various companies and a music instructor since 1995, dedicating a few hours per week to teaching. She also serves as a board member for Canterbury School since 2020.
Employment History
Current Registrations
Foxworthy Wealth Advisors, LLC
Cambridge Investment Research Advisors, INC.
Previous Registrations
Phillips Financial
Cambridge Investment Reserarch, INC.
Lincoln Financial Advisors Corporation
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.