Shane Michael Fagan
Investment adviser representative at Reify Wealth Advisors, Inc.
12 yearsExperience
2 statesRegistered in
$524.4MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Reify Wealth Advisors, Inc. Fka Worley Erhart-gravesOct 2025 to now
- Reify Wealth Advisors, Inc.Mar 2024 to now
- Worley Erhart-graves Financial Advisors, Inc.Mar 2024 to Oct 2025
- UmemployedJan 2024 to Mar 2024
- Invst LLCJul 2023 to Jan 2024
- American FundsJan 2019 to Jul 2023
- Charles Schwab & Co., Inc.Jul 2017 to Jan 2019
- Bags Parking ServicesOct 2015 to Jul 2017
- Conrad Santiago and Associates of Ameriprise FinancialAug 2015 to Jul 2017
- University of Central FloridaJan 2014 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
Reify Wealth Advisors, Inc.
$524.4MAssets managed
247Clients
5Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6544499
- Firm CRD
- 121978