# Shannon Sapp

> Shannon Sapp is a fee-only financial advisor at Coquina Private Wealth Advisors in Port Charlotte, Florida, who holds the CFP credential. Coquina Private Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/shannon-sapp/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Coquina Private Wealth Advisors
- **Based in:** Port Charlotte, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $417.6M across 1,519 accounts
- **Credentials:** CFP
- **Works with:** Retirees, Pre-retirees
- **CRD:** 6443776 (https://adviserinfo.sec.gov/individual/summary/6443776)
- **SEC registration:** Investment adviser representative in FL, TX
- **Exams passed:** Series 66 (2015)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** http://www.coquinaprivatewealth.com

## Frequently asked questions

### Is Shannon Sapp a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Shannon holds no broker registration, and Coquina Private Wealth Advisors 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, Coquina Private Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Shannon Sapp based?

Shannon Sapp is based in Port Charlotte, Florida.

### What credentials does Shannon Sapp hold?

Shannon Sapp holds the CFP credential.

### Is Shannon Sapp registered with the SEC?

Yes. Shannon Sapp is registered as an investment adviser representative in FL and TX (CRD 6443776), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Coquina Private Wealth Advisors manage?

Coquina Private Wealth Advisors reports $417.6M across 1,519 accounts in assets under management.

### How do I contact Shannon Sapp?

Through Shannon's website, www.coquinaprivatewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6443776): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.coquinaprivatewealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.