Advisor at Hannegan Wealth Management, LLC
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Firm
Hannegan Wealth Management, LLC
Location
Edgewood, KY 41017
Credentials
CFP®
Industry experience
4 years
Shawn Hannegan is a CFP® professional with six years of experience as a financial advisor at Hannegan Wealth Management, LLC. He also owns and operates an accounting firm, Shawn P. Hannegan CPA, LLC DBA Hannegan & Associates, which he has managed since 2013. Prior to his advisory role, he worked at First Financial Bancorp for three years. Hannegan Wealth Management is an independent, single-advisor firm serving individuals, high-net-worth clients, corporations, and business clients. The firm employs a primarily passive investment approach focused on low turnover and tax efficiency, combining fundamental analysis with modern portfolio theory and utilizing third-party sub-advisors for portfolio management.
Based on Hannegan Wealth Management, LLC
Based on Hannegan Wealth Management, LLC
Financial planning fixed fees range from $500 to $4,500
$0 - $250,000: 1.25% $250,001 - $750,000: 1.00% $750,001 - $1,500,000: 0.75% $1,500,001 - $3,000,000: 0.50% $3,000,001+: Negotiable
$250 per hour for financial planning
Fee-only: Financial planning fixed fees range from $500 to $4,500; hourly fees $250 per hour; ongoing planning fees $250-$750 per month or $750-$2,250 per quarter
180 Barnwood Drive
Edgewood, KY 41017
Kentucky · Ohio
Hannegan Wealth Management LLC
2020 - Present (6 years)
Shawn P. Hannegan CPA, LLC DBA Hannegan & Associates
2013 - Present (13 years)
First Financial Bancorp
2013 - 2016 (3 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not 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.
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.
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.
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