Shon Anderson
Anderson Financial Strategies · Dayton, Ohio
Shon Anderson is a fee-only financial advisor at Anderson Financial Strategies in Dayton, Ohio, who holds the CFP and CFA credentials. Anderson Financial Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Anderson Financial Strategies |
|---|---|
| Based in | Dayton, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $402.1M across 230 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in OH · CRD 5276913 |
| Exams passed | Series 63 (2007) · Series 65 (2007) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.andersonfinancialstrategies.com |
| Profile |
How Shon's firm compares
- Anderson Financial Strategies's average account is about $1.7 million, from its Form ADV (assets managed divided by 230 accounts).
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Questions about Shon
Is Shon Anderson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shon holds no broker registration, and Anderson Financial Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Shon charge for financial advice?
Shon's firm, Anderson Financial Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Shon Anderson based?
Shon Anderson is based in Dayton, Ohio.
What credentials does Shon Anderson hold?
Shon Anderson holds the CFP and CFA credentials.
Is Shon Anderson registered with the SEC?
Yes. Shon Anderson is registered as an investment adviser representative in OH (CRD 5276913), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Anderson Financial Strategies manage?
Anderson Financial Strategies reports $402.1M across 230 accounts in assets under management.
How do I contact Shon Anderson?
Through Shon's website, www.andersonfinancialstrategies.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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