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Shawn Powell

Advisor at 3rd Level Wealth

Updated today
3rd Level Wealth logo

Firm

3rd Level Wealth

Location

Hutchinson, KS 67501

Credentials

Series 66

Industry experience

12 years

Fee options

Fixed

$100 upfront fee for 3rd Level Planning; $100-$10,000 upfront fee for 3rd Level Consulting; consulting fees range from $200 to $20,000 total

Percentage

$0 - $1,000,000: 1.25% (3rd Level Planning) / 1.5% (3rd Level Investments) $1,000,000 - $3,000,000: 0.8% $3,000,000 - $10,000,000: 0.4% $10,000,000+: 0%

Work history

3rd Level Tax

2024 - Present (2 years)

Crosspoint Church

2022 - Present (4 years)

3rd Level Wealth, LLC

2021 - Present (5 years)

Driven Wealth Strategies

2019 - 2021 (2 years)

Waddell & Reed Inc

2016 - 2019 (3 years)

Disclosures

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

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