Shannon Grey
InvestEdge Planning · San Diego, California
Shannon Grey is a fee-only financial advisor at InvestEdge Planning in San Diego, California, who holds the CFP and CRPC credentials. Shannon charges a percentage of assets, a flat fee or retainer, an ongoing planning fee and a one-time planning fee (one-time plans from $3,700 and 1% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and equity compensation.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | InvestEdge Planning |
|---|---|
| Based in | San Diego, California |
| Fee model | Percentage of assets · Flat fee or retainer · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | One-time plans from $3,700 · 1% a year on the first tier of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $4.8M across 23 accounts |
| Credentials | CFP · CRPC |
| SEC registration | Investment adviser representative in AZ, CA · CRD 3242636 |
| Exams passed | Series 63 (1999) · Series 66 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | investedgeplanning.com |
| Profile |
How Shannon's firm compares
- A one-time plan starts at $3,700, above the California median of $2,500 for fee-only firms that publish prices.
- InvestEdge Planning's average account is about $209,000, from its Form ADV (assets managed divided by 23 accounts).
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Questions about Shannon
Is Shannon Grey a fee-only financial advisor?
Yes. Shannon Grey is listed in the NAPFA directory (NAPFA admits only fee-only advisors). 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 percentage of assets, a flat fee or retainer, an ongoing planning fee and a one-time planning fee.
How much does Shannon charge?
According to InvestEdge Planning's website, checked October 28, 2026: one-time plans from $3,700; 1% a year on the first tier of assets managed.
Does Shannon work with clients virtually?
Yes. InvestEdge Planning says on its website that it works with clients remotely.
Where is Shannon Grey based?
Shannon Grey is based in San Diego, California.
What does Shannon specialize in?
Shannon's specialties include retirement planning, tax planning, equity compensation and estate & legacy planning. Shannon works with retirees and pre-retirees.
What credentials does Shannon Grey hold?
Shannon Grey holds the CFP and CRPC credentials.
Is Shannon Grey registered with the SEC?
Yes. Shannon Grey is registered as an investment adviser representative in AZ and CA (CRD 3242636), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does InvestEdge Planning manage?
InvestEdge Planning reports $4.8M across 23 accounts in assets under management.
How do I contact Shannon Grey?
Through Shannon's website, investedgeplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- InvestEdge 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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