SM
CFP
SM
CFP

Shon Mcclung

2 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
26 clients
Average Client Portfolio
$180K average
Assets Under Management
$4.7M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2M+0.80%

Fees are generally negotiable.

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

218 South Three Notch St, Andalusia, AL, 36420

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Shon works as an accountant with White, McClung, and Barber, LLC, and is also an independent licensed insurance agent. Additionally, Shon is a partner in a small business that manages rental properties.

Employment History
Current Registrations
Capstone Wealth Advisors, LLC
September 2024 - Present · 1 yr 5 mos
Previous Registrations
Prevett Financial
March 2023 - September 2024 · 1 yr 6 mos
State Registrations2 states
ALFL
Advisor
Exams
No exam information available for this advisor.