Shawn Powell is a registered investment advisor at 3rd Level Wealth, based in Hutchinson, KS, with 12 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 15 clients with $1.6M 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 | 1.50% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $10.0M | 0.40% |
| $10M+ | 0.00% |
Schedule shown is for Investment Management Services (3rd Level Investments). Clients who also receive financial planning (3rd Level Planning) pay a lower rate: 0-$1mil=1.25%, $1mil-$3mil=.8%, $3mil-$10mil .4%, $10mil+ 0%. There is a $100 upfront fee for 3rd Level Planning.
Fee Estimator
Location
10 S. Main St., Suite 4, Hutchinson, KS, 67501
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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.
Learn about disclosures →Other Business Activities
Shawn offers tax preparation and planning services through 3rd Level Tax, a separate business entity from 3rd Level Wealth. This activity is not investment-related.
Employment History
Current Registrations
3rd Level Wealth
Previous Registrations
Cetera Advisor Networks LLCBroker
Cwm, LLC
Waddell & Reed
Waddell & ReedBroker
Waddell & Reed
Waddell & ReedBroker
Edward JonesBroker
Edward Jones
Fbl Marketing Services, LLCBroker
Edward JonesBroker
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.