Shannon Moenkhaus is a CFP-designated registered investment advisor at Clarity Financial Planners, based in Clayton, MO, with 17 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 37 clients with $120M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $15.0M | 0.60% |
| $15M+ | 0.40% |
Minimum annual fee of $24,000.
Fee Estimator
Location
168 N. Meramec Avenue, Suite 150, Clayton, MO, 63105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Clarity Financial Planners
Previous Registrations
Buckingham Asset Management, LLC
State Registrations2 states
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