Shannon Ware
Shannon Ware is a registered investment advisor at Acorn Financial Advisory Services, INC., based in Harrisonburg, VA, with 22 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 2,352 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.70% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.70% |
| $20.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
Fee Estimator
Location
3211 Peoples Dr, Suite 110, Harrisonburg, VA, 22801
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 →Other Business ActivitiesSells Insurance
Shannon sells and services fixed insurance policies, dedicating minimal time to this activity. She is also a member of Regent Financial Wealth Management LLC, managing business expenses and income, and an investment adviser representative for Acorn Financial Services, spending nearly full-time hours providing financial services to clients.
Employment History
Current Registrations
Acorn Financial Advisory Services, INC.
Previous Registrations
Great Point Capital LLCBroker
The Strategic Financial Alliance, INC.Broker
Triad Advisors, LLC
Triad Advisors LLCBroker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
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.