John
Shanley
Aspect Partners, LLC
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About this Advisor
John Shanley is a financial advisor working out of Fairfax, Virginia. Shanley currently works for Aspect Partners, LLC. Throughout their career, they have worked at Private Client Services, Aspect Partners Wealth Management, Obsidian Planning Solutions, Vanish Farmworks Brewery, Raspberry Falls Golf And Hunt Club, I9 Sports and Full-Time Education. Shanley holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Virginia. Aspect Partners, LLC is a financial advisory company that has its headquarters in Fairfax, VA. The firm has a total of eight employees. It handles $292 million in assets among its 855 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 855 client accounts, 21% belong to high-net-worth individuals who have at least $1 million in assets. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management are based on which services the firm provides the client. However, fees billed by Aspect Partners, LLC most likely include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Aspect Partners, LLC Brokerage Details
$291,521,951
8
855
$340,961
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
John Shanley Work History
John has been registered as a financial advisor for 0 years.*
Private Client Services
Aspect Partners Wealth Management
Private Client Services
Obsidian Planning Solutions
Full-Time Education
Full-Time Education
Vanish Farmworks Brewery
Full-Time Education
Full-Time Education
Raspberry Falls Golf And Hunt Club
I9 Sports
*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 John Shanley 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 Aspect Partners, LLC
Fairfax, VA
Fairfax, VA
Fairfax, VA
Fairfax, VA
Fairfax, VA
Fairfax, VA
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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