Shar-Né Warren
Financial Excavation · Plano, Texas
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.
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Specialties
Who they serve
- Pre-retirees
- High earners
- Mid-life transitions
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 |
| Accepting new clients | Yes |
| Credentials | CFP · CRPC |
| SEC registration | Investment adviser representative in TX · CRD 6311311 |
| Exams passed | Series 63 (2014) · Series 65 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | financialexcavation.com |
| Profile |
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Questions about Shar-Né
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Plano
Other advisors in Texas who focus on retirement planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Financial Excavation 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.
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