Shane Fernandez
Abundance Pathways · San Diego, California
Shane Fernandez is a fee-only financial advisor at Abundance Pathways in San Diego, California. Shane charges a one-time planning fee and an ongoing planning fee (no asset minimum).
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Who they serve
- Early-career professionals
Facts
| Firm | Abundance Pathways |
|---|---|
| Based in | San Diego, California |
| Fee model | One-time planning fee · Ongoing planning fee |
| Fees (firm's website) | No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $109K across 1 accounts |
| SEC registration | Investment adviser representative in CA · CRD 8144559 |
| Exams passed | Series 66 (2025) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.abundance-pathways.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 Fernandez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shane holds no broker registration, and Abundance Pathways 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 a one-time planning fee and an ongoing planning fee.
How much does Shane charge?
According to Abundance Pathways's website, checked October 30, 2026: no asset minimum.
Where is Shane Fernandez based?
Shane Fernandez is based in San Diego, California.
Is Shane Fernandez registered with the SEC?
Yes. Shane Fernandez is registered as an investment adviser representative in CA (CRD 8144559), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Abundance Pathways manage?
Abundance Pathways reports $109K across 1 accounts in assets under management.
How do I contact Shane Fernandez?
Through Shane's website, www.abundance-pathways.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
- Abundance Pathways 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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