Shehara Wooten is a CFP-designated registered investment advisor at Equita Financial Network, INC., based in Fairborn, OH, with 21 years of industry experience. Shehara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 453 clients with $410M 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 $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $1.5M | 2.00% |
| $1.5M+ | 1.50% |
Fees are negotiable. Client fees when using a sub-adviser will not exceed 3% of assets under management.
Fee Estimator
Contact
Shehara Wooten
Location
Fairborn, OH
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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
Shehara is the owner of Your Story Financial Academy, LLC, a financial empowerment and education company. She spends about a quarter of her time scheduling meetings, educating on financial literacy, and conducting workshops and online courses.
Employment History
Current Registrations
Equita Financial Network, INC.
Previous Registrations
Your Story Financial, LLC
Edward JonesBroker
Directed Services LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations4 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.