TrueAdvisor
TrueAdvisor
SR
SR

Shanna Reed

Maridea Wealth Management
14 Years of Experience
Gilbert, AZ
3 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Shanna Reed is a registered investment advisor at Maridea Wealth Management, based in Gilbert, AZ, with 14 years of industry experience. Shanna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,555 clients with $960M in assets under management.

Maridea Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
38 advisors
Number of Clients
1,555 clients
Average Client Portfolio
$617K average
Assets Under Management
$958.7M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Investment management fees range up to 2.50% annually based on scope, complexity, asset level, and overall relationship. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

323 S Gilbert Road, Suite 111, Gilbert, AZ, 85701

Get directions

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2022
Denied
Customer Dispute
October 2020
Denied
Financial
July 2018
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Shanna is involved in several business activities, including technology consulting, expert witness work, serving as an advisory representative for a RIA, and financial coaching. She is also a managing member of Heritage Financial Strategies LLC and an independent insurance agent, dedicating about 10-20% of her time to this role.

Employment History
Current Registrations
Maridea Wealth Management
August 2025 - Present · 1 yr 2 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
May 2015 - September 2025 · 10 yrs 4 mos
Cambridge Investment Research, INC.Broker
April 2015 - September 2025 · 10 yrs 5 mos
Edward Jones
February 2012 - April 2015 · 3 yrs 2 mos
Edward JonesBroker
October 2011 - April 2015 · 3 yrs 6 mos
State Registrations1 state
AZ
Advisor

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
No exam information available for this advisor.
More Advisors
More financial advisors in Gilbert, AZ →All financial advisors in Arizona →