Shon McCarley
Retirement Planning Blueprint · Charlotte, North Carolina
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.
Request an introduction to Shon →
Specialties
Who they serve
- Retirees
- Pre-retirees
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 | $485.9M across 1,273 accounts |
| SEC registration | Investment adviser representative in NC · CRD 8187065 |
| Exams passed | Series 65 (2025) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.rpblueprint.com |
How Shon's firm compares
- Retirement Planning Blueprint's average account is about $382,000, from its Form ADV (assets managed divided by 1,273 accounts).
Request an introduction to Shon
Tell Shon a little about what you're looking for. Shon isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Shon
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.
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
- Retirement Planning Blueprint 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.
See something wrong? Request a correction. Read our methodology.