Louis Shinaman
Destiny Wealth Partners · Tavares, Florida
Louis Shinaman is a fee-only financial advisor at Destiny Wealth Partners in Tavares, Florida, who holds the ChFC credential. Destiny Wealth Partners reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Destiny Wealth Partners |
|---|---|
| Based in | Tavares, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $947.3M across 2,949 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in FL · CRD 2750556 |
| Exams passed | Series 63 (1996) · Series 65 (2011) |
| Firm size | 26 employees |
| Disclosures | Reported; see the SEC record |
| Website | destinyprivatetrust.com |
How Louis's firm compares
- Destiny Wealth Partners's average account is about $321,000, from its Form ADV (assets managed divided by 2,949 accounts).
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Questions about Louis
Is Louis Shinaman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Louis holds no broker registration, and Destiny Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Louis charge for financial advice?
Louis's firm, Destiny Wealth Partners, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Louis Shinaman based?
Louis Shinaman is based in Tavares, Florida.
What credentials does Louis Shinaman hold?
Louis Shinaman holds the ChFC credential.
Is Louis Shinaman registered with the SEC?
Yes. Louis Shinaman is registered as an investment adviser representative in FL (CRD 2750556), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Destiny Wealth Partners manage?
Destiny Wealth Partners reports $947.3M across 2,949 accounts in assets under management.
How do I contact Louis Shinaman?
Through Louis's website, destinyprivatetrust.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
- 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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