Shawn Fodge is a CFP-designated registered investment advisor at Hbks Wealth Advisors, based in Warrendale, PA, with 17 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 7,824 clients with $7.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HBKS Wealth Advisors charges a fee based on a percentage of the assets they manage. The fee is calculated and paid quarterly, typically in advance, based on the market value of the assets. Fees may be negotiable in limited circumstances. Clients may also pay fees to sub-advisors, overlay managers, or third-party service providers.
Location
200 Pinewood Lane, Suite 204, Warrendale, PA, 15086
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Hbks Wealth Advisors
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Schneider Downs Wealth Management Advisors, LP
The Huntington Investment CompanyBroker
LPL Financial LLCBroker
LPL Financial LLCBroker
PNC InvestmentsBroker
Natcity Investments, INC.Broker
PNC InvestmentsBroker
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.