Shannon Wegner
Wegner Asset Management · Middleton, Wisconsin
Shannon Wegner is a fee-only financial advisor at Wegner Asset Management in Middleton, Wisconsin, who holds the CFP credential. Shannon charges a percentage of assets (0.7%–0.9% a year of assets managed and a $500,000 asset minimum) and focuses on small business owners.
Request an introduction to Shannon →
Specialties
Who they serve
- High earners
Facts
| Firm | Wegner Asset Management |
|---|---|
| Based in | Middleton, Wisconsin |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.7%–0.9% a year of assets managed · A $500,000 asset minimum |
| Assets under management | $74M across 198 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN, WI · CRD 2716132 |
| Exams passed | Series 63 (1996) · Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | wegnerassetmgmt.com |
How Shannon's firm compares
- Wegner Asset Management's average account is about $374,000, from its Form ADV (assets managed divided by 198 accounts).
Request an introduction to Shannon
Tell Shannon a little about what you're looking for. Shannon isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Shannon
Is Shannon Wegner a fee-only financial advisor?
Yes. Shannon Wegner 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.
How much does Shannon charge?
According to Wegner Asset Management's website, checked October 28, 2026: 0.7%–0.9% a year of assets managed; a $500,000 asset minimum.
Where is Shannon Wegner based?
Shannon Wegner is based in Middleton, Wisconsin.
What does Shannon specialize in?
Shannon's specialties include small business owners. Shannon works with high earners.
What credentials does Shannon Wegner hold?
Shannon Wegner holds the CFP credential.
Is Shannon Wegner registered with the SEC?
Yes. Shannon Wegner is registered as an investment adviser representative in MN and WI (CRD 2716132), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Wegner Asset Management manage?
Wegner Asset Management reports $74M across 198 accounts in assets under management.
How do I contact Shannon Wegner?
Through Shannon's website, wegnerassetmgmt.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
- Wegner Asset Management 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.
See something wrong? Request a correction. Read our methodology.