Shannon
Wardlaw
Hamilton Point Investment Advisors, LLC
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About this Advisor
Shannon Wardlaw is a certified financial planner operating in Austin, Texas who has 2 years of relevant experience. Wardlaw works at Hamilton Point Investment Advisors, LLC. Wardlaw has gained experience at Stone Wealth Management, Homemaker, Cambridge Associates and Hamilton Point Investment Advisors, LLC. Wardlaw has a Series 63 license, which qualifies them as a securities broker, and is able to advise clients in North Carolina and Texas. Hamilton Point Investment Advisors, LLC is a registered investment firm that has its headquarters in Chapel Hill, NC. The firm has a total of nine financial advisors. It oversees $793 million in assets across its 742 accounts, making it one of the bigger firms in the nation by assets under management. The firm serves nine charitable organizations. Of its 742 client accounts, 76% are held by high-net-worth clients who have more than $1 million in assets. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fees typically are based on the type of financial services provided. Fee types charged by Hamilton Point Investment Advisors, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hamilton Point Investment Advisors, LLC Brokerage Details
$793,114,816
9
742
$1,068,888
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Shannon Wardlaw Work History
Shannon has been registered as a financial advisor for 2 years.*
Hamilton Point Investment Advisors, LLC
Stone Wealth Management
Homemaker
Homemaker
Cambridge Associates
*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 Shannon Wardlaw to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Hamilton Point Investment Advisors, LLC
Chapel Hill, NC
Chapel Hill, NC
Chapel Hill, NC
Chapel Hill, NC
Chapel Hill, NC
Chapel Hill, NC
Austin, TX
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.
