Shawn Young Eagle
Vista Way Advisors · Charlestown, Massachusetts
Shawn Young Eagle is a fee-only financial advisor at Vista Way Advisors in Charlestown, Massachusetts. Shawn focuses on small business owners. Vista Way Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Vista Way Advisors |
|---|---|
| Based in | Charlestown, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $49.7M across 125 accounts |
| SEC registration | Investment adviser representative in FL, MA, VT · CRD 6261098 |
| Exams passed | Series 63 (2013) · Series 66 (2014) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.vistawayadvisors.com |
How Shawn's firm compares
- Vista Way Advisors's average account is about $398,000, from its Form ADV (assets managed divided by 125 accounts).
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Questions about Shawn
Is Shawn Young Eagle a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shawn holds no broker registration, and Vista Way Advisors 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, Vista Way Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Shawn Young Eagle based?
Shawn Young Eagle is based in Charlestown, Massachusetts.
What does Shawn specialize in?
Shawn's specialties include small business owners.
Is Shawn Young Eagle registered with the SEC?
Yes. Shawn Young Eagle is registered as an investment adviser representative in FL, MA and VT (CRD 6261098), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Vista Way Advisors manage?
Vista Way Advisors reports $49.7M across 125 accounts in assets under management.
How do I contact Shawn Young Eagle?
Through Shawn's website, www.vistawayadvisors.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
- Vista Way Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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