Ryan Shannon
R.M. Shannon Wealth Management, LLC · Saint Paul, Minnesota
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
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 |
| Assets under management | $31.0M across 133 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN, ND · CRD 4972217 |
| Exams passed | Series 63 (2005) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | rmshannonwealth.com |
| Profile |
How Ryan's firm compares
- R.M. Shannon Wealth Management, LLC's average account is about $233,000, from its Form ADV (assets managed divided by 133 accounts).
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Questions about Ryan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Saint Paul
Other advisors in Minnesota who focus on retirement planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- R.M. Shannon Wealth Management, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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