Shawn Hadian
Shawn Hadian is a CFP-designated registered investment advisor at Capitol Private Wealth Group LLC, based in Vienna, VA, with 7 years of industry experience. Shawn 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, High Net Worth, and 3 more. Their firm serves 572 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $50.0M | 0.25% |
| $50M+ | 0.15% |
Fees are negotiable.
Fee Estimator
Location
8150 Leesburg Pike, Suite 630, Vienna, VA, 22182
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 owns Planning and Prep Consultants, providing tax advice and preparation services, dedicating about 10-20% of his time. Shawn is also a proprietor providing insurance services, focusing on life, disability, or long-term care insurance, spending a few hours per week.
Employment History
Current Registrations
Capitol Private Wealth Group LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
State Registrations1 state
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