Shannon Kirkpatrick
Shannon Kirkpatrick is a registered investment advisor at Selective Wealth Management, INC., based in Forest, VA, with 8 years of industry experience. Shannon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 697 clients with $450M 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 | 1.25% |
Advisory fees are negotiable and therefore individual client contracts may differ. Fee schedules represented on contracts supersede the fee schedule specified here.
Fee Estimator
Location
1149 Vista Park Drive, Unit D, Forest, VA, 24551
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 Activities
Shannon is the Founder & Executive Director of Rekindling Ministries, a religious and counseling organization, since 2007. Shannon spends a few hours per week teaching, leading, creating content, and hosting podcasts.
Employment History
Current Registrations
Selective Wealth Management, INC.
State Registrations3 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.