Shane Kochon
Shane Kochon is a registered investment advisor at Harvestwise Wealth Planning, based in Escondido, CA, with 17 years of industry experience. Shane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 101 clients with $38M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HarvestWise Wealth Planning offers several investment management options. Fees are based on a percentage of your portfolio's value and vary depending on the amount you invest and whether HarvestWise or a third-party manages your account. The maximum annual fee is 2.00%. Fees are deducted monthly.
Location
500 La Terraza Blvd., Suite 150, Escondido, CA, 92025
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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
Shane owns rental real estate, is an independent insurance broker with multiple companies, and has a business ownership stake. He also holds a real estate license, and serves as Treasurer on the Board of Directors for Kochon, dedicating a few hours per week to this role.
Employment History
Current Registrations
Harvestwise Wealth Planning
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
LPL Financial LLCBroker
State Registrations2 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.