# Shon McCarley

> Shon McCarley is a fee-only financial advisor at Retirement Planning Blueprint in Charlotte, North Carolina. Shon focuses on retirement planning. Retirement Planning Blueprint reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/shon-mccarley/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Retirement Planning Blueprint
- **Based in:** Charlotte, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $485.9M across 1,273 accounts
- **Specialties:** Retirement planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 8187065 (https://adviserinfo.sec.gov/individual/summary/8187065)
- **SEC registration:** Investment adviser representative in NC
- **Exams passed:** Series 65 (2025)
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** http://www.rpblueprint.com

## Frequently asked questions

### Is Shon McCarley a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Shon holds no broker registration, and Retirement Planning Blueprint 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, Retirement Planning Blueprint, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Shon McCarley based?

Shon McCarley is based in Charlotte, North Carolina.

### What does Shon specialize in?

Shon's specialties include retirement planning. Shon works with retirees and pre-retirees.

### Is Shon McCarley registered with the SEC?

Yes. Shon McCarley is registered as an investment adviser representative in NC (CRD 8187065), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Retirement Planning Blueprint manage?

Retirement Planning Blueprint reports $485.9M across 1,273 accounts in assets under management.

### How do I contact Shon McCarley?

Through Shon's website, www.rpblueprint.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8187065): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.rpblueprint.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.