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Glenn Sanger-Hodgson

3 Years of Experience
Tallahassee, FL

Glenn Sanger-Hodgson is a registered investment advisor at Shonan Gold Financial LLC, based in Tallahassee, FL, with 3 years of industry experience. Glenn 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, Insurance Planning, and 2 more. Their firm serves 2 clients with $12K in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
2 clients
Average Client Portfolio
$6K average
Assets Under Management
$12K

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.50%

This fee is in addition to any fees charged by the third-party managing the money.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Tallahassee, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Glenn is the treasurer of the Financial Planning Association of Florida and provides media production support for St. John's Episcopal Church. He also works as an online adjunct instructor for Columbia College of Missouri and owns Zarnelle LLC, a social media management and relationship marketing company, and presents financial wellness webinars for SmartPath, Inc.

Employment History
Current Registrations
Shonan Gold Financial LLC
June 2022 - Present · 3 yrs 11 mos
State Registrations1 state
FL
Advisor

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
No exam information available for this advisor.