Shon Anderson is a CFA, CFP-designated registered investment advisor at Anderson Financial Strategies, LLC, based in Dayton, OH, with 18 years of industry experience. Shon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 4 more. Their firm serves 241 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.5M | 1.00% |
| $2.5M+ | 0.90% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Contact
Shon Anderson
Location
2500 Stratacache Tower, 40 N Main St., Dayton, OH, 45423
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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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Shon is an adjunct professor at Wright State University since 2009. He is also the president of CFA Society Dayton since 2012.
Employment History
Current Registrations
Anderson Financial Strategies, LLC
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Cutter & Company, INC.
Cutter & Company, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
UBS Financial Services INC.
UBS 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.
Exams