Shaun Dowling is a CFP-designated registered investment advisor at Sendera Wealth Advisors, based in Richardson, TX, with 17 years of industry experience. Shaun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are blended. Sendera may group related client accounts for the purposes of achieving the minimum account size and determining the annualized fee.
Fee Estimator
Location
3400 N Central Expy, Suite 110-210, Richardson, TX, 75080
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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 Activities
Shaun is affiliated with Howard Financial Services, Ltd. through indirect ownership of affiliated general partners. He also manages Hunting Oak Investments, LLC, which owns interests in various private investments; both roles are passive and non-controlling.
Employment History
Current Registrations
Sendera Wealth Advisors
Previous Registrations
Howard Financial Services, LTD.
State Registrations1 state
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