Shaun Carney is a CFP-designated registered investment advisor at Balance Wealth, based in Worthington, OH, with 8 years of industry experience. Shaun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 553 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Standard asset-based fees generally range from 0.40% to 1.20% annually. Fees are negotiable.
Fee Estimator
Contact
Shaun Carney
Location
5701 N High St, #100, Worthington, OH, 43085
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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 Activities
Shaun is a C-17A pilot in the United States Air Force Reserves since March 2015. This non-investment related activity requires about 10-20% of his time.
Employment History
Current Registrations
Balance Wealth
Previous Registrations
Agdeavor Investments
Bolt Financial Group, INC
Edward Jones
Edward JonesBroker
State Registrations2 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.
Exams
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