Shawn Wears
Shawn Wears is a CFP-designated registered investment advisor at Capital Analysts, based in Fort Washington, PA, with 19 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 17,698 clients with $8.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.
Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.
Location
601 Office Center Drive, Suite 300, Fort Washington, PA, 19034
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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
Shawn owns WEARS Real Estate LLC, a rental investment unit, and spends minimal time overseeing it. He is also President/CEO of WEARS Financial Corp, a holding company for his Lincoln Investment income, and an Insurance Manager/Producer for American Senior Benefits, spending a few hours per week soliciting life, health, fixed annuities, and final expense insurance.
Employment History
Current Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Lincoln Investment
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Altegris Investments, INC.Broker
Security Global Investors
Rydex Advisory Services, LLC
Rydex Distributors, LLCBroker
Ameriprise Financial Services, INC.Broker
Natcity Investments, INC.Broker
Banc One Securities CorporationBroker
State Registrations10 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.