Chad Karnes
Shadowridge Asset Management · Austin, Texas
Chad Karnes is a fee-only financial advisor at Shadowridge Asset Management in Austin, Texas. Chad charges hourly fees and a one-time planning fee and focuses on retirement planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Shadowridge Asset Management |
|---|---|
| Based in | Austin, Texas |
| Fee model | Hourly · One-time planning fee |
| Assets under management | $126.7M across 870 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7092267 |
| Exams passed | Series 65 (2019) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | shadowridgeinvest.com |
How Chad's firm compares
- Shadowridge Asset Management's average account is about $146,000, from its Form ADV (assets managed divided by 870 accounts).
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Questions about Chad
Is Chad Karnes a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Chad holds no broker registration, and Shadowridge Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Chad charge for financial advice?
Chad charges hourly fees and a one-time planning fee.
Where is Chad Karnes based?
Chad Karnes is based in Austin, Texas.
What does Chad specialize in?
Chad's specialties include retirement planning. Chad works with retirees and pre-retirees.
Is Chad Karnes registered with the SEC?
Yes. Chad Karnes is registered as an investment adviser representative in TX (CRD 7092267), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Shadowridge Asset Management manage?
Shadowridge Asset Management reports $126.7M across 870 accounts in assets under management.
How do I contact Chad Karnes?
Through Chad's website, shadowridgeinvest.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Shadowridge Asset Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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