A complete list of active advisors currently associated with R.M. Shannon Wealth Management, LLC
Warmer can help you find a great advisor at R.M. Shannon Wealth Management, LLC or one who fits your needs even better.
R.M. Shannon Wealth Management, LLC is a fee‑only registered investment adviser that primarily serves high‑net‑worth individuals, reporting about $30.97 million in assets under management across roughly 27 clients and generally requiring a $500,000 account minimum. The firm offers discretionary asset management along with ongoing, project‑based, and hourly financial planning, and provides held‑away account services for retirement plans, 529 plans and variable annuities. The firm typically exercises discretionary trading authority and applies fundamental analysis to tailor investment strategies to each client’s goals, time horizon and risk tolerance, with annual reviews and more frequent monitoring when warranted. It may hire third‑party sub‑advisors to manage portions of portfolios, aggregates trades across client accounts, and includes held‑away assets when calculating client AUM; clients are asked to custody assets at Schwab Institutional. Notable differences from many peers include an explicit capability to advise on privately‑issued securities for accredited investors with a documented due‑diligence process that can include manager interviews and site visits, and a stated service model that implements rebalancing or allocation strategies in held‑away employer and annuity accounts. The firm also discloses maintaining a proprietary trading account and operates under a Code of Ethics with quarterly personal‑trading reviews to address potential conflicts; it generally leaves proxy voting to clients while providing voting recommendations on request.
To learn more about the advisors currently working at R.M. Shannon Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
St. Paul, MN
| 8
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
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")