Shawn
Fodge
Hbks Wealth Advisors
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About this Advisor
Shawn Fodge is a certified financial planner operating in Warrendale, Pennsylvania with 1 year of relevant experience. Fodge is currently employed by Hbks Wealth Advisors. During their career, Fodge has held roles at Lpl Financial LLC, Global Retirement Partners, LLC, The Huntington National Bank, The Huntington Investment Company, Greycourt & Co. Inc, Schneider Downs Wealth Management Advisors Lp, Fidelity Investments, Hbks Wealth Advisors and Hbk Sorce Insurance LLC. Fodge holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Pennsylvania. Hbks Wealth Advisors is an advisory business headquartered in Erie, PA. It has offices in 13 locations and a total of 95 people on staff. It oversees $5 billion in assets under management between its 15,664 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 10 charitable organizations. Of its 15,664 customer accounts, 18% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Hbks Wealth Advisors has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. Fees charged by financial advisors depend on which services the firm provides the client. Fees billed by Hbks Wealth Advisors most likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hbks Wealth Advisors Brokerage Details
$4,991,756,194
95
15,664
$318,677
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Shawn Fodge Work History
Shawn has been registered as a financial advisor for 1 years.*
Hbks Wealth Advisors
Hbk Sorce Insurance LLC
Fidelity Investments
Schneider Downs Wealth Management Advisors Lp
The Huntington National Bank
The Huntington Investment Company
Global Retirement Partners, LLC
Greycourt & Co. Inc
Lpl Financial LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Shawn Fodge to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Erie, PA
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
