Shar-Ne Warren is a CFP-designated registered investment advisor at Financial Excavation, based in Krum, TX, with 8 years of industry experience. Shar-Ne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
For ongoing financial planning, Financial Excavation charges an initial fee between $500 and $4,000, which is negotiable. They also charge a recurring monthly fee between $100 and $1,000, depending on your needs and the complexity of your situation. This fee is paid monthly in advance.
For project-based financial planning, Financial Excavation charges either a fixed fee between $1,000 and $8,000 or an hourly rate of $300. The fee depends on your needs and the complexity of the project.
Location
Krum, TX
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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.
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Shar-Ne is the co-founder and CCO of Sess Ray, LLC, a fashion retail business, since 2016. Shar-Ne handles communications/PR and oversees financial operations, dedicating about a quarter of their time to this activity.
Employment History
Current Registrations
Financial Excavation
Previous Registrations
Empower Financial Services, INC.Broker
Empower Advisory Group, LLC
Empower Advisory Group, LLC
Empower Financial Services, INC.Broker
Fidelity Brokerage Services 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.