Claycomb Wealth Management

Claycomb Wealth Management (CRD# 152822) is a financial advisory firm headquartered in Carmel, CA. They manage $26,500,000 in 172 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Claycomb Wealth Management
Showing 1 - 1 of 1 top financial advisors.
Shawn M. Claycomb
CRD#: 1105722
3771 Rio Road, Suite 107, Carmel, CA 93923

Shawn Claycomb (CRD# 1105722) is an Investment Advisor Representative working at Claycomb Wealth Management in Carmel, CA and has over 22 years of experience in the finance industry. Shawn Claycomb has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.