Sean Shannon
Monograph Wealth · Manhattan Beach, California
Sean Shannon is a fee-only financial advisor at Monograph Wealth in Manhattan Beach, California, who holds the CFP and CFA credentials. Sean focuses on estate & legacy planning, family wealth transfer and founders (pre-exit). Monograph Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
- Ultra high net worth
- Founders
Facts
| Firm | Monograph Wealth |
|---|---|
| Based in | Manhattan Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $3.25B across 1,125 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA, TX · CRD 5270198 |
| Exams passed | Series 63 (2008) |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | www.monographwealth.com |
| Profile |
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Questions about Sean
Is Sean Shannon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sean holds no broker registration, and Monograph Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sean charge for financial advice?
Sean's firm, Monograph Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Sean Shannon based?
Sean Shannon is based in Manhattan Beach, California.
What does Sean specialize in?
Sean's specialties include estate & legacy planning, family wealth transfer and founders (pre-exit). Sean works with multi-generational families, ultra high net worth and founders.
What credentials does Sean Shannon hold?
Sean Shannon holds the CFP and CFA credentials.
Is Sean Shannon registered with the SEC?
Yes. Sean Shannon is registered as an investment adviser representative in CA and TX (CRD 5270198), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Monograph Wealth manage?
Monograph Wealth reports $3.25B across 1,125 accounts in assets under management.
How do I contact Sean Shannon?
Through Sean's website, www.monographwealth.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
- Monograph Wealth 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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