Shawn Keane
Smithbridge Asset Management · Chadds Ford, Pennsylvania
Shawn Keane is a fee-only financial advisor at Smithbridge Asset Management in Chadds Ford, Pennsylvania, who holds the CFP credential. Smithbridge Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Smithbridge Asset Management |
|---|---|
| Based in | Chadds Ford, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $830.7M across 1,096 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA, TX · CRD 4484740 |
| Exams passed | Series 63 (2002) · Series 66 (2014) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | smithbridgeasset.com |
| Profile |
How Shawn's firm compares
- Smithbridge Asset Management's average account is about $758,000, from its Form ADV (assets managed divided by 1,096 accounts).
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Questions about Shawn
Is Shawn Keane a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shawn holds no broker registration, and Smithbridge Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Shawn charge for financial advice?
Shawn's firm, Smithbridge Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Shawn Keane based?
Shawn Keane is based in Chadds Ford, Pennsylvania.
What credentials does Shawn Keane hold?
Shawn Keane holds the CFP credential.
Is Shawn Keane registered with the SEC?
Yes. Shawn Keane is registered as an investment adviser representative in PA and TX (CRD 4484740), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Smithbridge Asset Management manage?
Smithbridge Asset Management reports $830.7M across 1,096 accounts in assets under management.
How do I contact Shawn Keane?
Through Shawn's website, smithbridgeasset.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- 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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