Shay Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Shay Wealth Partners LLC is a newly formed, state‑registered investment adviser that intends to serve individuals, small businesses, trusts and high‑net‑worth clients by providing asset management and financial planning services. The firm’s brochure notes it has not yet begun managing client assets and currently has no active registered advisors.
The firm offers discretionary portfolio management that is tailored to client goals, time horizons and risk tolerances and states it may select and appoint sub‑advisors — including further delegation to other money managers — to manage client accounts. It also provides client‑specific financial planning on an hourly basis, with planning analyses that may cover cash flow, retirement strategy, tax planning and long‑term investment planning.
Compared with peers in the no‑active‑advisor category, Shay Wealth combines individual portfolio management, hourly financial planning and an explicit ability to select outside advisers, all of which are statistically uncommon for firms in this classification. The brochure discloses an outside banking business that occupies a large share of the principal’s time (about 75%), a potential conflict the firm says it addresses through disclosure and fiduciary procedures, and it does not serve as a private fund adviser.
Client services
Expertise
Fee options
1.50% annually
$250 per hour
Main office
Marietta GA
Advisors at this office
1
Most active in
Georgia
Also doing business as
Shay Wealth Partners · Shay Wealth Partners LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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