Advisor at G. A. Repple & Company
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
G. A. Repple & Company
Location
Orange, TX
Credentials
Series 63, Series 65
Industry experience
26 years
Shana Burt is a financial advisor with G. A. Repple & Company in Orange, Texas, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has operated her own financial services firms since 2005 and has prior experience with Allstate Insurance Company. Burt is active in her community as a board member of the Port Neches Riverfest and the Port Neches Chamber of Commerce, and she serves as a show host and board member for Financial Issues Stewardship Ministries. G. A. Repple & Company provides investment advisory and financial planning services to individuals, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm employs a range of analytical approaches to portfolio construction and offers multiple management programs, including ETF-focused and Biblically-Responsible Investing models.
Based on G. A. Repple & Company
Based on G. A. Repple & Company
Fixed fees for financial planning generally range from $150 to $5,000 per plan
$0+: 0.25% to 2.00% (Direct Asset Management Wrap Fee Option varies by account and program) $0+: 0.25% to 1.85% (Direct Asset Management Non-Wrap Fee Option) $0+: Up to 2.4% maximum (FMAX FSP Wrap Program) $0+: Up to 2.65% maximum (FMAX Separately Managed Account Program) $0+: Up to 2.75% maximum (UMA Unified Managed Account Program) $0+: Up to 2.75% maximum (Rep as Portfolio Manager Program)
Commission charges may apply when acting as broker/dealer; separate from advisory fees.
Hourly fees for financial planning range from $100 to $250 per hour
Account minimum: $25,000 Minimum fee: Annual minimum account fees range from $75 to $350 depending on the program
Orange, TX
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Shana Burton Financial Services, LLC dba Exodus Financial Servic
2018 - Present (8 years)
G.A. Repple & Company
2018 - Present (8 years)
J13 Properties LLC
2016 - Present (10 years)
Shana Burton Financial Services, LLC dba Burt & Associates
2005 - 2018 (13 years)
Allstate Insurance Company
2005 - 2018 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Series 63, Series 66
Orange, TX
Faithful Financial LLC
Series 63
Bridge City, TX
Global Assets Advisory, LLC
Series 63, Series 65
Orange, TX
CreativeOne Securities, LLC
Series 65
Nederland, TX
Tucker Asset Management LLC
Series 65
Port Arthur, TX
IAMS Wealth Management, LLC
Series 66
Nederland, TX
Edward Jones
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