Connor Shay is a registered investment advisor at Shay Wealth Partners, based in Marietta, GA. Connor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are billed quarterly in arrears. Shay Wealth Partners may negotiate fees based on historical relationships, asset types, anticipated future assets, and account composition.
Fee Estimator
Location
Marietta, GA
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 →Employment History
Current Registrations
Shay Wealth Partners
State Registrations1 state
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
More Advisors
- Jeffrey Ramsey, CFPLPL Financial LLC
- Andrew Pratt, CFAWiser Wealth Management, INC
- Thomas Downs, PFSInvestsouth Financial Services, INC.
- Shawna Theriault, CFPWiser Wealth Management, INC
- Larry Burnette, CFPHanover Advisors, INC
- David Moore, CFPGien Capital Management LLC