Shannon Webb
Webb Financial Group · Mission Viejo, California
Shannon Webb is a fee-only financial advisor at Webb Financial Group in Mission Viejo, California. Shannon focuses on retirement planning. Webb Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Webb Financial Group |
|---|---|
| Based in | Mission Viejo, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $94.4M across 417 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 5096053 |
| Exams passed | Series 66 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.webbfinancialgrp.com |
| Profile |
How Shannon's firm compares
- Webb Financial Group's average account is about $226,000, from its Form ADV (assets managed divided by 417 accounts).
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Questions about Shannon
Is Shannon Webb a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shannon holds no broker registration, and Webb Financial Group 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, Webb Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Shannon Webb based?
Shannon Webb is based in Mission Viejo, California.
What does Shannon specialize in?
Shannon's specialties include retirement planning.
Is Shannon Webb registered with the SEC?
Yes. Shannon Webb is registered as an investment adviser representative in CA and TX (CRD 5096053), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Webb Financial Group manage?
Webb Financial Group reports $94.4M across 417 accounts in assets under management.
How do I contact Shannon Webb?
Through Shannon's website, www.webbfinancialgrp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Mission Viejo
Other advisors in California who focus on retirement planning
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
- Webb Financial Group 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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