# Shar-Né Warren

> Shar-Né Warren is a fee-only financial advisor at Financial Excavation in Plano, Texas, who holds the CFP and CRPC credentials. Shar-Né charges a flat fee or retainer, hourly fees, an ongoing planning fee and a one-time planning fee (no asset minimum) and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/shar-ne-warren/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Financial Excavation
- **Based in:** Plano, Texas
- **Fee model:** Flat fee or retainer; Hourly; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** no asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Credentials:** CFP, CRPC
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Flat-fee planning
- **Works with:** Pre-retirees, High earners, Mid-life transitions
- **CRD:** 6311311 (https://adviserinfo.sec.gov/individual/summary/6311311)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2014), Series 65 (2020)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://financialexcavation.com

## Frequently asked questions

### Is Shar-Né Warren a fee-only financial advisor?

Yes. Shar-Né Warren is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Shar-Né's firm.

### How does Shar-Né charge for financial advice?

Shar-Né charges a flat fee or retainer, hourly fees, an ongoing planning fee and a one-time planning fee.

### How much does Shar-Né charge?

According to Financial Excavation's website, checked October 28, 2026: no asset minimum.

### Does Shar-Né work with clients virtually?

Yes. Financial Excavation says on its website that it works with clients remotely.

### Where is Shar-Né Warren based?

Shar-Né Warren is based in Plano, Texas.

### What does Shar-Né specialize in?

Shar-Né's specialties include retirement planning, estate & legacy planning, tax planning and flat-fee planning. Shar-Né works with pre-retirees, high earners and mid-life transitions.

### What credentials does Shar-Né Warren hold?

Shar-Né Warren holds the CFP and CRPC credentials.

### Is Shar-Né Warren registered with the SEC?

Yes. Shar-Né Warren is registered as an investment adviser representative in TX (CRD 6311311), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How do I contact Shar-Né Warren?

Through Shar-Né's website, financialexcavation.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/shar-ne-warren-77709): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.financialexcavation.com/): specialties, clients served, and fees, checked October 28, 2026

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