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CFP
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CFP

Shawn Hanquist

Fit Wealth
16 Years of Experience
Grand Island, NE
Sells Insurance
View SEC Summary
View SEC Summary

Shawn Hanquist is a CFP-designated registered investment advisor at Fit Wealth, based in Grand Island, NE, with 16 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.

Fit Wealth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5M+1.00%

Rates shown are for the Core Portfolio Strategy. The Dynamic Portfolio Strategy charges 1.50% for the first $5,000,000. Fees are negotiable for amounts above $5,000,000.

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

Location

1828 N. Webb Road, Ste 2, Grand Island, NE, 68803

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Shawn works as a financial advisor doing business as Fit Wealth Advisors, where he engages in insurance sales. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Fit Wealth
July 2026 - Present · 3 mos
Plan Group Financial, INC.
June 2023 - Present · 3 yrs 4 mos
Previous Registrations
Wealthplan Partners
January 2020 - June 2023 · 3 yrs 5 mos
Wealthplan Partners
October 2018 - July 2020 · 1 yr 9 mos
Securities America, INC.Broker
September 2018 - December 2020 · 2 yrs 3 mos
Wells Fargo Clearing Services, LLC
May 2014 - October 2018 · 4 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
May 2014 - October 2018 · 4 yrs 5 mos
Cetera Investment Advisers LLC
January 2014 - May 2014 · 4 mos
Cetera Investment Services LLC
October 2012 - January 2014 · 1 yr 3 mos
Cetera Investment Services LLCBroker
September 2011 - May 2014 · 2 yrs 8 mos
Farmers Financial Solutions, LLCBroker
October 2008 - January 2010 · 1 yr 3 mos
State Registrations8 states
CACOFLILMONEOKTX
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.
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