Shane Fagan
Reify Wealth Advisors · Indianapolis, Indiana
Shane Fagan is a fee-only financial advisor at Reify Wealth Advisors in Indianapolis, Indiana. Shane charges hourly fees and a one-time planning fee (one-time plans from $3,000).
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Who they serve
- Retirees
- Pre-retirees
- Early-career professionals
Facts
| Firm | Reify Wealth Advisors |
|---|---|
| Based in | Indianapolis, Indiana |
| Fee model | Hourly · One-time planning fee |
| Fees (firm's website) | One-time plans from $3,000 |
| Accepting new clients | Yes |
| Assets under management | $524.4M across 877 accounts |
| SEC registration | Investment adviser representative in IN, TX · CRD 6544499 |
| Exams passed | Series 63 (2017) · Series 66 (2018) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.reifywealthadvisors.com |
Request an introduction to Shane
Tell Shane a little about what you're looking for. Shane isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Shane
Is Shane Fagan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shane holds no broker registration, and Reify Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Shane charge for financial advice?
Shane charges hourly fees and a one-time planning fee.
How much does Shane charge?
According to Reify Wealth Advisors's website, checked October 30, 2026: one-time plans from $3,000.
Where is Shane Fagan based?
Shane Fagan is based in Indianapolis, Indiana.
Is Shane Fagan registered with the SEC?
Yes. Shane Fagan is registered as an investment adviser representative in IN and TX (CRD 6544499), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Reify Wealth Advisors manage?
Reify Wealth Advisors reports $524.4M across 877 accounts in assets under management.
How do I contact Shane Fagan?
Through Shane's website, www.reifywealthadvisors.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
- Reify Wealth Advisors 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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