Shannon Kirkpatrick
Selective Wealth Management · Forest, Virginia
Shannon Kirkpatrick is a fee-only financial advisor at Selective Wealth Management in Forest, Virginia. Shannon focuses on estate & legacy planning. Selective Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Selective Wealth Management |
|---|---|
| Based in | Forest, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Works virtually | Yes |
| Assets under management | $454.8M across 1,801 accounts |
| SEC registration | Investment adviser representative in CO, TX, VA · CRD 6916348 |
| Exams passed | Series 65 (2018) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.selectivewm.com |
How Shannon's firm compares
- Selective Wealth Management's average account is about $253,000, from its Form ADV (assets managed divided by 1,801 accounts).
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Questions about Shannon
Is Shannon Kirkpatrick a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shannon holds no broker registration, and Selective Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Shannon charge for financial advice?
Shannon's firm, Selective Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Does Shannon work with clients virtually?
Yes. Selective Wealth Management says on its website that it works with clients remotely.
Where is Shannon Kirkpatrick based?
Shannon Kirkpatrick is based in Forest, Virginia.
What does Shannon specialize in?
Shannon's specialties include estate & legacy planning.
Is Shannon Kirkpatrick registered with the SEC?
Yes. Shannon Kirkpatrick is registered as an investment adviser representative in CO, TX and VA (CRD 6916348), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Selective Wealth Management manage?
Selective Wealth Management reports $454.8M across 1,801 accounts in assets under management.
How do I contact Shannon Kirkpatrick?
Through Shannon's website, www.selectivewm.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
- Selective Wealth Management 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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