Shannon Main is a CFP-designated registered investment advisor at World Investment Advisors, LLC, based in Santa Barbara, CA, with 30 years of industry experience. Shannon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17,488 clients with $56B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WIA Wealth charges a percentage of your portfolio each year. The exact percentage will be outlined in your agreement and will never exceed 3.00%. Fees may be negotiable. WIA IARs may also use a custodian other than Schwab or Fidelity, which will be made clear to the client prior to any accounts being opened.
Location
24 E. Cota Street, Suite 200, Santa Barbara, CA, 93101
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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.
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Shannon is the President & CEO of Fiduciary Retirement Advisory Group, Inc. since 2017, dedicating a few hours per week to managing the entity's administration, employees, and office space.
Employment History
Current Registrations
World Investment Advisors, LLC
Previous Registrations
Pension Architects Advisory Group, LLC
United Planners' Financial Services of America a Limited PartnerBroker
Penniall & Associates
Nrp Financial, INC.Broker
Nrp Advisors, INC.
Usi Advisors
Usi Securities, INC.Broker
Usi Securities, INC.
Associated Securities CORP.
Associated Planners Investment Advisory INC
Associated Securities CORP.Broker
Morgan Stanley Dw INC.Broker
Smith Barney INC.Broker
Olde Discount CorporationBroker
State Registrations1 state
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