user avatar

Shaun Vaught

Advisor at Advisor Share Wealth Management, LLC

Updated today
Advisor Share Wealth Management, LLC logo

Firm

Advisor Share Wealth Management, LLC

Location

Vancouver, WA 98684

Credentials

Series 63, Series 65

Industry experience

8 years

Fee options

Fixed

Fixed financial planning and consulting fees generally range from $500 to $25,000 depending on scope

Percentage

$0+: Negotiable, generally 0.50% to 1.90% for Portfolio Management and Selection of Other Advisers $0+: Negotiable, generally 0.50% to 1.75% for Retirement Plan Asset Management Services $0+: 0.40% to 0.60% asset-based fee for Comprehensive Asset Management Technology Platform, plus $30 per advisory client Platform account fee

Commissions

Commission-based compensation for insurance products sold by firm representatives acting as independent insurance agents

Project-based

Hourly financial planning and consulting engagements available at $250 per hour

Other

Account minimum: $25,000 Fee-only: Financial planning and consulting fees negotiable, generally $500 to $25,000 fixed fee or $250/hour hourly rate

Work history

Cetera Advisor Networks LLC

2015 - Present (11 years)

Vaught And Muela Insurance Svcs.

2010 - Present (16 years)

Christian Worship Center

1995 - Present (31 years)

Disclosures

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

Corey B

CFP®

Portland, OR

Empowering Finance, LLC

At Empowering Finance we know that you are bold, ambitious, and a total badass. That's why you need a financial plan that allows you to pursue your passions and live your most authentic and powerful life. The problem is a buttoned-up approach to financial planning isn't going to meet your needs. You're worried that your dreams and aspirations will get lost in a cookie-cutter system. We believe you deserve a financial planner who listens to your unique dreams and helps you build a plan to get there. We understand that you want someone who will treat your money as we do our own. Which is why we combine our experience, authenticity, financial knowledge to connect with you and enable you to pursue your passions. Here's how we do it 1) We are a fiduciary: We are legally bound to put your interests ahead of our own 2) Diversity and authenticity matter to us: We are a woman-owned business, LGBTQIA+ friendly, and welcoming to anyone and everyone who needs an ally and friend with financial savvy. 3) Our services are fee-only: We keep things simple: no surprises charges or hidden fees So, Let's Chat. So you can stop worrying you won't reach your dreams and instead work with a passion-driven firm focused on achieving your life's dreams. Read Empowering Finances's blog here: https://empoweringfinance.com/blog/

LGBTQIA Women's Finance Gen Y/Millennials (Born 1980-1995)

Ken C

CFP®

Portland, OR

Financial Planning Northwest

FPNW is a fee-only fiduciary that supports the Do-It-Yourself investor and those just getting started. FPNW has four offerings: 1. Deep Dive – Reviews ten key financial topics and generates a detailed “To-Do List” for your implementation. 2. Comprehensive Financial Plan – A detailed projection of your financial future that answers questions like: “Am I on track for retirement?” “Are my investments too conservative? Or too risky?” “How should I save for a home or college?” “Is my current financial advisor doing a good job?” 3. Let’s Get Started – You seek coaching on how to set up your financial affairs from 401-(k) plans at work or savings plans for the self-employed, investing to basic banking and insurance. 4. Projects – Maybe it’s reconstructing your cost basis or you’ve inherited a mess from a parent. Planning for the estate taxes levied by Oregon and Washington is important. FPNW does not provide investment management services. FPNW helps clients either manage their own investments or locate other financial advisers who provide investment services. As a fiduciary, your success comes first. FPNW does NOT sell any financial products and does NOT accept any outside compensation. Previously I served wealthy clients. My goal now is to democratize the wealth creation process and to offer the same expertise whether you’ve got millions or only hundreds to invest. FPNW’s Philosophy Time on earth is our most important asset. Live accordingly and joyfully. Over the long run, stocks and real estate outperform other assets classes with built-in inflation projection. Take only as much investment risk as needed to reach your goals. The only correct allocation to stocks is one you're comfortable with and will stick to. Low-cost, tax efficient Exchange Traded Funds and index funds allow you to craft a simple sustainable portfolio. Tax-efficiency is key. Asset location matters. Sustainable and ethical investing is extremely competitive with “mainstream” investments. Diversify internationally. Philanthropy - Let’s discuss how to support your favorite charities while you’re alive and as part of your legacy. The comedian Chris Rock said it best. “Wealth is not about having a lot of money; It’s about having a lot of OPTIONS.” Let’s start with a free discussion to discover your best options. To quote legendary baseball player Yogi Berra, “If you don’t know where you’re going, you won't get there.."

General retirement planning Self-Employed

Clayton P

CFP®

Beaverton, OR

Clarity Financial, LLC

Clayton acquired Clarity Financial, LLC to provide independent, fee-only, fiduciary advice of the highest standard to clients and is passionate about removing as much financial uncertainty and stress from his clients’ lives as possible. Having been in the industry since 2010, and having worked with individuals, families, businesses, schools, churches, and endowments, Clayton emphasizes the importance of a long-term planning relationship with his clients as he believes this gives them the best possible chance of achieving their financial goals. One of Clayton's specialties is retirement account distribution planning centered around replacing working income while minimizing taxes as clients transition to retirement.

Wealth management General retirement planning Christian Faith Based Gen X (Born 1965-1980)

Stefanie P

CFP®, EA

Portland, OR

Old Growth Financial LLC

At Old Growth Financial I do things differently. I am not here to sell you financial products you don't need, or pressure you to open accounts for investment management. As an advice-only fiduciary, I provide clients with comprehensive one-time financial plans for a transparent fixed flat fee. Throughout the process of creating your one-time financial plan, I offer independent advice that is completely tailored to your individual financial life. Financial planning does not have to be overwhelming. Let's work together to clarify your financial goals and develop a manageable plan to live the life that you want. My initial consult is always free. Reach out today!

Cash flow / budgeting Debt management Mid-Career Professionals Gen X (Born 1965-1980)

Taylor A

CFP®

Vancouver, WA

Middleton & Company

Taylor’s passion for financial planning started when she and her husband decided to take a break from their traditional career paths in Seattle to join the Peace Corps. She served for two years in Kyrgyzstan before joining her family-owned financial planning business in Vancouver, Washington. Since then, Taylor has found that she has a passion for serving clients who are ambitious in their career paths and hobbies alike. Most importantly, hearing about her clients’ travel plans and being able to assist them in making them happen is incredibly rewarding. The best challenge that Taylor faces is helping her clients build flexibility into their financial plans. When she is able to oversee and assist her clients execute a sabbatical that they have been dreaming of, this is not only satisfying for the client but her as well. Taylor began her career in consulting and as a project manager at large companies. With this experience, she knows what it is like to make decisions on benefits, to advocate for herself in annual reviews, and to navigate corporate work environments. Taylor brings her prior experience to her sabbatical planning work by adding creativity to the more technical side of financial planning. Mindmaps, roadmaps, and her favorite…. brainstorming with Post-Its are some of her favorite techniques in sabbatical planning because they create active engagement with clients and provide fresh and insightful perspective. Taylor would love to help you in your journey in planning for a break or transition in your current career. Vacations and doing what you love should not be an event that only happens once you retire. Contact Taylor if you would love to know the next steps to living your work and personal life to their fullest.

Early retirement planning Mid-Career Professionals Gen Y/Millennials (Born 1980-1995)
user avatar

Todd P

CFP®, RICP®

Portland, OR

Fairchild Capital LLC

Fairchild Capital is a firm created to help people with the biggest decision of their life--retirement. Assembling the pieces that you need for a retirement income plan requires the skill and training of a specialist. Our focus is helping clients plan and transition into retirement. You should not worry about how the markets are doing this year, or concern yourself with the changing political environment. Our clients know that their retirement income is not dependent on these things. Todd has been a Financial Planner since 2000 and is continually looking for ways to improve the services we provide to our clients. Todd provides the bulk of the technical expertise and has an incredible ability to translate complicated financial and tax strategies into plain English.

General retirement planning Social Security optimization General tax planning Baby Boomers (Born 1946-1964)
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")