Shon Mcclung is a CFP-designated registered investment advisor at Capstone Wealth Advisors, LLC, based in Andalusia, AL, with 3 years of industry experience. Shon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 103 clients with $13M 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 $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Location
218 South Three Notch St, Andalusia, AL, 36420
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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 ActivitiesSells Insurance
Shon works as an accountant with White, McClung, and Barber, LLC, and is also an independent licensed insurance agent. Additionally, Shon is a partner in a small business that manages rental properties.
Employment History
Current Registrations
Capstone Wealth Advisors, LLC
Previous Registrations
Prevett Financial
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.