AS
CFP
AS
CFP
Allan Sheahan is a CFP-designated registered investment advisor at Bldr Wealth LLC, based in Shawnee, KS, with 13 years of industry experience. Allan 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 3 more. Their firm serves 15 clients with $5.6M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
15 clients
Average Client Portfolio
$373K average
Assets Under Management
$5.6M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.45% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
5931 Nieman Road, Suite 200, Shawnee, KS, 66203
Get directionsHistory
Regulatory History (1)
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Criminal
October 2001Final Disposition
Employment History
Current Registrations
Bldr Wealth LLC
May 2025 - Present · 1 yr
Previous Registrations
Cetera Advisor Networks LLCBroker
April 2024 - March 2025 · 11 mos
Cwm, LLC
April 2024 - March 2025 · 11 mos
Cantor Fitzgerald Investment Advisors
July 2023 - April 2024 · 9 mos
Cantor Fitzgerald & CO.Broker
October 2022 - April 2024 · 1 yr 6 mos
Pacer Financial, INC.Broker
February 2019 - October 2022 · 3 yrs 8 mos
Jackson National Life Distributors LLCBroker
July 2012 - March 2019 · 6 yrs 8 mos
State Registrations3 states
FLKSMA
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.