Shawn Hannegan
Hannegan Wealth Management LLC · Edgewood, Kentucky
Shawn Hannegan is a fee-only financial advisor at Hannegan Wealth Management LLC in Edgewood, Kentucky, who holds the CFP and CPA credentials.
- $2M
- Firm assets managed
- $105,000
- Firm's average account
How does Shawn's firm compare?
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Hannegan Wealth Management LLC's average account is about $105,000, from its Form ADV (assets managed divided by 17 accounts).
Questions about Shawn
Is Shawn Hannegan a fee-only financial advisor?
Yes. Shawn Hannegan 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 Shawn's firm.
How does Shawn Hannegan charge for financial advice?
Shawn's firm, Hannegan Wealth Management LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Shawn Hannegan based?
Shawn Hannegan is based in Edgewood, Kentucky.
What credentials does Shawn Hannegan hold?
Shawn Hannegan holds the CFP and CPA credentials.
Is Shawn Hannegan registered with the SEC?
Yes. Shawn Hannegan is registered as an investment adviser representative in KY and OH (CRD 7320537), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Hannegan Wealth Management LLC manage?
Hannegan Wealth Management LLC reports $1.8M across 17 accounts in assets under management.
How do I contact Shawn Hannegan?
Through Shawn Hannegan's website, hanneganwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Hannegan Wealth Management LLC |
|---|---|
| Based in | Edgewood, Kentucky |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.8M across 17 accounts |
| Credentials | CFP · CPA |
| SEC registration | Investment adviser representative in KY, OH · CRD 7320537 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | hanneganwm.com |
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Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- 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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