Shawn Hogan is a registered investment advisor at Finish Well RIA LLC, based in Columbus, OH, with 8 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 287 clients with $99M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Finish Well RIA charges a fixed portfolio management fee that is negotiated and varies between $500 and $10,000 per year. The fee is paid quarterly in advance. Clients are also responsible for third-party fees such as custodian and brokerage fees.
Location
1 E Campus View Blvd, Ste 250, Columbus, OH, 43235
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Shawn is licensed to sell insurance through Moon Rock Wealth Management LLC and owns Finish Well Retirement LLC, assisting clients with insurance-related products. Shawn also owns Finish Well Medicare Services, LLC, offering clients Medicare insurance, dedicating about 10-20% of his time to Finish Well Retirement LLC and minimal time to Finish Well Medicare Services, LLC.
Employment History
Current Registrations
Finish Well RIA LLC
Previous Registrations
Golden Reserve RIA, LLC
Ae Wealth Management, LLC
State Registrations4 states
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.