Shawn Terrell
Shawn Terrell is a registered investment advisor at Dentist Exit Planning, based in Windsor Heights, IA, with 14 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 9 clients with $6.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
This rate applies to asset management via AssetMark (Non-Wrap Accounts) and Altruist Financial, LLC (Wrap Accounts).
Fee Estimator
Location
6500 University Avenue, Suite 100, Windsor Heights, IA, 50324
Get directionsHistory
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
Shawn brokers individual and group health and dental insurance through Group Benefits Limited, and provides disability insurance solutions. He also has brokerage contracts with Mass Mutual and Principal, and is the author of "The Professional Practice Trap.
Employment History
Current Registrations
Dentist Exit Planning
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
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.