Shane Sideris is a CFA-designated registered investment advisor at Nectarine, based in Solvang, CA, with 12 years of industry experience. Shane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 3,210 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Nectarine Financial offers ongoing financial planning services for a flat fee ranging from $100 to $3,000 per quarter. This includes guidance on budgeting, goal setting, investment guidance, retirement planning, insurance, debt reduction, estate planning, employer benefits, and email access to the advisor.
Nectarine Financial offers the following services:
- Hourly Services: Professional advice regarding specific financial planning topics for an hourly rate generally less than $500 per one-hour session.
- Plan Services: A thorough analysis of your financial life pursuant to a multi-week engagement for a one-time flat fee that is generally less than $10,000. This includes face-to-face meetings, document review, expert planning and analysis, implementation help, email support, and a custom financial plan.
Location
Solvang, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shane is a content creator for Personal Finance Club LLC, a social media account focused on personal finance. He spends about half his time creating social media content, and about 20% of his time on trading design.
Employment History
Current Registrations
Nectarine
Synchronous Wealth Advisors LLC
Previous Registrations
Blackrock Investments, LLCBroker
State Registrations2 states
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