Shawn Hannegan is a CFP-designated registered investment advisor at Hannegan Wealth Management, LLC, based in Edgewood, KY, with 4 years of industry experience. Shawn 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 4 more. Their firm serves 8 clients with $1.5M 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 $250K | 1.25% |
| $250K - $750K | 1.00% |
| $750K - $1.5M | 0.75% |
| $1.5M - $3.0M | 0.50% |
| $3M+ | 0.50% |
Fees are negotiable for accounts over $3,000,001. The fee schedule includes the sub-advisor's fee when using GeoWealth or XY Investment Solutions.
Fee Estimator
Contact
Shawn Hannegan
Location
180 Barnwood Drive, Edgewood, KY, 41017
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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
Shawn is an owner and accountant at Shawn P. Hannegan CPA, LLC DBA Hannegan & Associates since 2013. He dedicates full-time hours to this accounting firm.
Employment History
Current Registrations
Hannegan Wealth Management, LLC
State Registrations2 states
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