# Ryan Shannon

> Ryan Shannon is a fee-only financial advisor at R.M. Shannon Wealth Management, LLC in Saint Paul, Minnesota, who holds the CFP credential. Ryan focuses on retirement planning, tax planning and estate & legacy planning. R.M. Shannon Wealth Management, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/ryan-shannon/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** R.M. Shannon Wealth Management, LLC
- **Based in:** Saint Paul, Minnesota
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $31.0M across 133 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Pre-retirees, Retirees
- **CRD:** 4972217 (https://adviserinfo.sec.gov/individual/summary/4972217)
- **SEC registration:** Investment adviser representative in MN, ND
- **Exams passed:** Series 63 (2005)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://rmshannonwealth.com

## Frequently asked questions

### Is Ryan Shannon a fee-only financial advisor?

Yes. Ryan Shannon is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Ryan's firm.

### How does Ryan charge for financial advice?

Ryan's firm, R.M. Shannon Wealth Management, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Ryan Shannon based?

Ryan Shannon is based in Saint Paul, Minnesota.

### What does Ryan specialize in?

Ryan's specialties include retirement planning, tax planning and estate & legacy planning. Ryan works with pre-retirees and retirees.

### What credentials does Ryan Shannon hold?

Ryan Shannon holds the CFP credential.

### Is Ryan Shannon registered with the SEC?

Yes. Ryan Shannon is registered as an investment adviser representative in MN and ND (CRD 4972217), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does R.M. Shannon Wealth Management, LLC manage?

R.M. Shannon Wealth Management, LLC reports $31.0M across 133 accounts in assets under management.

### How do I contact Ryan Shannon?

Through Ryan's website, rmshannonwealth.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/ryan-shannon-10888): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.rmshannonwealth.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.