Shannon Horton is a registered investment advisor at Financial Coaching Partners LLC, based in Somis, CA, with 13 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, High Net Worth, and 4 more. Their firm serves 145 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Financial Coaching Partners does not directly manage money or charge fees based on a percentage of your portfolio. Instead, the firm recommends third-party money management firms to handle your investments. Those third-party managers charge their own fees, which are automatically deducted from your account by your custodian. You should review the separate regulatory filing of the recommended third-party manager for details on their specific fee structure.
Location
Somis, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shannon refers clients to an attorney for trust documents and gathers information for them. Shannon's husband maintains a rental property they own, requiring minimal time from her.
Employment History
Current Registrations
Financial Coaching Partners LLC
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.
Exams
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