Fiscal Wisdom Wealth Management
47yrs
Top advisor by experience in Canton
8yrs
Coty Shean
Financial advisor at Fiscal Wisdom Wealth Management
Coty Shean is a fiduciary financial advisor in Canton, Connecticut, with 8 years in the industry. Coty joined Fiscal Wisdom Wealth Management in 2025, a firm offering financial planning, investment management, and educational workshops. Fiscal Wisdom Wealth Management reports being paid through a percentage of assets and hourly fees.
One of 18 advisors with offices in Canton, and one of 16 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office61 Maple Avenue, Canton, CT 06019
How the firm is paid ?Percent of assets, Hourly, Other
Typical client at the firm ?$137,802
Advisors at the firm12
States licensed ?1 state
Services through Fiscal Wisdom Wealth Management
Financial planningInvestment management for individuals and small businessesEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jun 2025 – nowFiscal Wisdom Wealth Management LLCCurrent firm
Contact Coty
(678) 202-4066Fiscal Wisdom Wealth Management main office 61 Maple AvenueCanton, CT 06019Office · Get directions Firm websitewww.fiscalwisdom.com
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Questions to ask Coty
Tailored to Coty’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Coty
How do I contact Coty?
Call Fiscal Wisdom Wealth Management at (678) 202-4066 and ask for Coty Shean. Coty works from the Canton, CT office.
How long has Coty been a financial advisor?
Coty has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Coty hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Coty a fiduciary?
Coty is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Coty paid?
Fiscal Wisdom Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, other fees. Ask Coty for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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