Shannon Wardlaw
Hamilton Point Investment Advisors · Austin, Texas
Shannon Wardlaw is a fee-only financial advisor at Hamilton Point Investment Advisors in Austin, Texas, who holds the CFP credential. Hamilton Point Investment Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Hamilton Point Investment Advisors |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.21B across 885 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC, TX · CRD 3106033 |
| Exams passed | Series 63 (1999) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | hamiltonpoint.com |
How Shannon's firm compares
- Hamilton Point Investment Advisors's average account is about $1.4 million, from its Form ADV (assets managed divided by 885 accounts).
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Questions about Shannon
Is Shannon Wardlaw a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shannon holds no broker registration, and Hamilton Point Investment 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, Hamilton Point Investment Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Shannon Wardlaw based?
Shannon Wardlaw is based in Austin, Texas.
What credentials does Shannon Wardlaw hold?
Shannon Wardlaw holds the CFP credential.
Is Shannon Wardlaw registered with the SEC?
Yes. Shannon Wardlaw is registered as an investment adviser representative in NC and TX (CRD 3106033), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hamilton Point Investment Advisors manage?
Hamilton Point Investment Advisors reports $1.21B across 885 accounts in assets under management.
How do I contact Shannon Wardlaw?
Through Shannon's website, hamiltonpoint.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
- 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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