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Shane Duckworth

Advisor at ClearMind Capital

Updated today
ClearMind Capital logo

Firm

ClearMind Capital

Location

Columbus, OH

Credentials

Series 63, Series 65

Industry experience

4 years

About

Shane Duckworth is a financial advisor at ClearMind Capital with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Wealth Management Company and JPMorgan Securities LLC. Outside of finance, he assists with management and maintenance duties in his family-owned laundromat and tanning salon business. ClearMind Capital provides financial planning and investment advisory services to individuals and high-net-worth clients, combining fundamental analysis with Modern Portfolio Theory. The firm offers discretionary investment management and advice-only planning through a fee-only structure, managing approximately $13.9 million for about 25 client relationships.

Client services

Based on ClearMind Capital

Financial planning Portfolio management Selection of other advisers

Expertise

Based on ClearMind Capital

Business sale tax planning Cash flow / budgeting

Fee options

Fixed

Integrative Wealth Planning charged on a fixed-fee basis, $3,000 to $10,000 depending on scope

Percentage

$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.35%

Other

Minimum fee: Minimum annual advisory fee may be imposed; disclosed in Client’s advisory agreement; amount not specified Fee-only: Ongoing financial planning fees range from $100 to $1,200 per month; Integrative Wealth Planning fees range from $3,000 to $10,000 fixed fee

Location

Columbus, OH

Most active in

Ohio

Work history

ClearMind Capital LLC

2025 - Present (1 year)

Northwestern Mutual Wealth Management Company

2022 - 2025 (3 years)

Northwestern Mutual Investment Services LLC

2022 - 2025 (3 years)

Brandon McIntyre

2022 - 2025 (3 years)

Robert Roach

2022 - 2025 (3 years)

Roach McIntyre and Associates

2022 - 2022 (1 year)

JPMorgan Securities LLC

2021 - 2021 (1 year)

Duckworth Enterprises and SC Wash and Tan

2015 - Present (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Nick G

CFP®, ChFC®, Series 65, CLU®

Columbus, OH

ClearMind Capital

I’m the founder of ClearMind Capital, a fee-only financial planning firm focused on helping people approach retirement with clarity and confidence. I work with individuals and families who have saved diligently and want help turning their money into a plan that supports the life they want to live. My role is to bring structure, perspective, and guidance around retirement income, taxes, investment strategy, and long-term decision-making. The goal is simple: help clients feel grounded in their plan and confident in the path ahead.

Wealth management General retirement planning Social Security optimization Medicare planning Early retirement planning Retired Public Service Employee Baby Boomers (Born 1946-1964) Approaching retirement
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Freddie E

Series 66

Columbus, OH

Thomas Everett Investments, LLC

Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Founder/Business Owner Retired
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Lucinda L

Series 63, Series 66

Canal Winchester, OH

Lynch Retirement Advisors, LLC.

General retirement planning Annuities Roth conversion strategy
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Dennis D

Series 65

Columbus, OH

DBA, Cornerstone Investment Counsel

Passive / index investing Active portfolio management
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Andrew F

CFP®, Series 66

Dublin, OH

Ferraro Wealth Management, LLC

Retirement income strategy Life insurance needs analysis Cash flow / budgeting Tax-loss harvesting Options & derivatives strategies Founder/Business Owner Retired
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Michael S

Series 65

Columbus, OH

Steele Investment Counsel, Ltd.

Active portfolio management
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