Shaun Carney is a CFP-designated registered investment advisor at Balance Wealth, based in Worthington, OH, with 8 years of industry experience. Shaun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 557 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Balance Wealth Partners' fees for managing your investments typically range from 0.40% to 1.20% of the value of your portfolio each year. The specific fee schedule is negotiable. The fee is charged monthly, in advance. The firm may use tiered, cliff, or flat fee schedules.
Contact
Shaun Carney
Location
5701 North High Street, Suite 100, Worthington, OH, 43085
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 Activities
Shaun is a C-17A pilot in the United States Air Force Reserves since March 2015. This non-investment related activity requires about 10-20% of his time.
Employment History
Current Registrations
Balance Wealth
Agdeavor Investments
Bolt Financial Group, INC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations2 states
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