Robert Shannon
Robert Shannon is a CFP-designated registered investment advisor at Brazos Wealth Advisors LLC, based in Fort Worth, TX, with 17 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 151 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Brazos Wealth Advisors does not charge a percentage of your portfolio for investment management. Instead, they charge a fixed fee based on your household assets, income, and the level of service you need. The fee is determined on a client-by-client basis and is typically billed monthly or quarterly.
Location
2833 Crockett St., Ste.102, Fort Worth, TX, 76107
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert works as an independent insurance agent. This activity is investment-related.
Employment History
Current Registrations
Brazos Wealth Advisors LLC
Previous Registrations
Sjk Financial Planning, L.L.C.
Signator Financial Services, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.