Shaunna Zoeckler is a registered investment advisor at Focus Partners Wealth, LLC, based in Scottsdale, AZ, with 20 years of industry experience. Shaunna 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, Investment Management, and 2 more. Their firm serves 62,466 clients with $180B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Focus Partners' fees for investment management are based on a percentage of the assets they manage for you. These fees are negotiable and can vary depending on factors like the amount you invest, the services you need, and where the client relationship originated. Clients typically pay a minimum fee of $5,000. For certain client relationships, a fixed fee rate is charged on a quarterly basis, in advance or in arrears, in place of the percentage of assets under management/advisement.
Location
14851 N. Scottsdale Road, Suite 105, Scottsdale, AZ, 85254
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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.
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Shaunna is a Senior Vice President and Principal at Henry+Horne Wealth Management, dedicating full-time hours to this role. She also has minority ownership in Butta Cakes LLC, a bakery, but devotes no time to this business.
Employment History
Current Registrations
Focus Partners Wealth, LLC
Previous Registrations
Interocean Capital
M. S. Howells & CO.Broker
Henry + Horne Wealth Management
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
LPL Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
M. S. Howells & CO.Broker
Woodbury Financial Services, INC.Broker
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.