Ryan Shannon, CFP® R.M. Shannon Wealth Management, LLC

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About Ryan Shannon, CFP®

R.M. Shannon Wealth Management is founded on the belief that wealth management starts with truly knowing our clients. As such, we offer exceptional service to select clientele.
With a full understanding of your situation, lifestyle, family, priorities, and goals, we then help you use your wealth for the things in life you value most. This is growing and using wealth according to your values.

We are an independent, fee-only registered investment adviser with no ties to any one financial institution—differentiating ourselves from employees of banks, brokerage firms, and insurance companies. We do this to assure an objective position with no incentive to sell anything or invest in a certain fund. We believe that by being truly independent, we can see the best ways to serve you. This reduces conflicts of interest and assists us in getting to know our clients. We are here to do with a client’s wealth what is best for them.

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Ideal Clients

  • Baby Boomers
  • Business Planning
  • Income Planning
  • Wealth Management

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $425+/mo
  • Quarterly Fee: $1,250+/qtr
  • Flat Fee: $2,500+/engagement
  • Hourly Fee: $200+/hr
  • AUM: 1.00%

SEC Records

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