Shannon Fleener
Bilingual, values-based planning for first-generation wealth builders and progressive clients who want their money to do good too.
Sage Financial Planning · San Diego, California
Shannon Fleener is a fee-only financial advisor at Sage Financial Planning in San Diego, California, who holds the CFP credential. Shannon charges a subscription, a one-time planning fee and hourly fees (ongoing planning from $2,400 a year and one-time plans from $3,000) and focuses on retirement planning, tax planning and equity compensation.
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Specialties
Who they serve
- Tech employees
About
Shannon Fleener is a bilingual (English and Spanish) advice-only CFP® practitioner offering values-aligned financial planning. Shannon has worked with clients in tech, solopreneurs, and employees of the UC system and of federal, state and local governments, meeting clients in San Diego and virtually nationwide.
Shannon is especially passionate about supporting people often left out of money conversations and economic power, such as women and BIPOC communities. A first-generation wealth builder, Shannon specializes in helping others change their financial family trees, along with people who want to invest responsibly, support their communities and help close the wealth gap. Clients also include immigrants, FI/RE aspirers, LGBTQIA and non-traditional households, tech employees with equity, and small business owners.
Shannon became a planner to be the change in financial services, believing financial peace of mind is something everyone deserves and building each client's knowledge and confidence alongside the plan.
Facts
| Firm | Sage Financial Planning |
|---|---|
| Based in | San Diego, California |
| Fee model | Subscription · One-time planning fee · Hourly |
| Fees (firm's website) | Ongoing planning from $2,400 a year · One-time plans from $3,000 · $300 an hour |
| Fees (Advice-Only Network profile) | Subscription from $200 a month · One-time plans from $3,000 · From $300 an hour |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 7553763 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | sagefinancialsd.com |
| Profile |
How Shannon's firm compares
- Ongoing planning starts at $2,400 a year, below the California median of $6,000 for fee-only firms that publish prices.
- A one-time plan starts at $3,000, above the California median of $2,500 for fee-only firms that publish prices.
- The hourly rate is $300, in line with the California median of $300 for fee-only firms that publish prices.
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Questions about Shannon
Is Shannon Fleener a fee-only financial advisor?
Yes. Shannon Fleener is listed in the XY Planning Network directory (XYPN members are fee-only), the NAPFA directory (NAPFA admits only fee-only advisors) and the Advice-Only Network (advice-only practices, no product sales). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Shannon's firm.
How does Shannon charge for financial advice?
Shannon charges a subscription, a one-time planning fee and hourly fees.
How much does Shannon charge?
According to Sage Financial Planning's website, checked October 28, 2026: ongoing planning from $2,400 a year; one-time plans from $3,000; $300 an hour.
Does Shannon work with clients virtually?
Yes. Sage Financial Planning says on its website that it works with clients remotely.
Where is Shannon Fleener based?
Shannon Fleener is based in San Diego, California.
What does Shannon specialize in?
Shannon's specialties include retirement planning, tax planning, equity compensation, estate & legacy planning and flat-fee planning. Shannon works with tech employees.
What credentials does Shannon Fleener hold?
Shannon Fleener holds the CFP credential.
Is Shannon Fleener registered with the SEC?
Yes. Shannon Fleener is registered as an investment adviser representative in CA (CRD 7553763), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact Shannon Fleener?
Through Shannon's website, sagefinancialsd.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Advice-Only Network listing : advice-only practices, no product sales
- Sage Financial Planning 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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