Peter Shannon
eBIS · Phoenix, Arizona
Peter Shannon is a fee-only financial advisor at eBIS in Phoenix, Arizona, who holds the CFP and CFA credentials. Peter focuses on retirement planning and tax planning. eBIS reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Founders
- Executives
- Divorced individuals
Facts
| Firm | eBIS |
|---|---|
| Based in | Phoenix, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $9.2M across 35 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in AZ · CRD 2789363 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.ebis.biz |
| Profile |
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Questions about Peter
Is Peter Shannon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and eBIS reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Peter charge for financial advice?
Peter's firm, eBIS, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Peter Shannon based?
Peter Shannon is based in Phoenix, Arizona.
What does Peter specialize in?
Peter's specialties include retirement planning and tax planning. Peter works with retirees, pre-retirees, founders, executives and divorced individuals.
What credentials does Peter Shannon hold?
Peter Shannon holds the CFP and CFA credentials.
Is Peter Shannon registered with the SEC?
Yes. Peter Shannon is registered as an investment adviser representative in AZ (CRD 2789363), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does eBIS manage?
eBIS reports $9.2M across 35 accounts in assets under management.
How do I contact Peter Shannon?
Through Peter's website, www.ebis.biz.
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
- eBIS 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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