Peter Shammas is a CFP-designated registered investment advisor at Shammas Financial Planning, based in Wilmington, NC, with 8 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
Shammas Financial Planning offers one-time financial planning services covering various topics:
- Business planning for business owners or those considering starting a business
- Cash flow and debt management
- College savings planning
- Employee benefits optimization
- Estate planning (recommendations to consult with a qualified attorney)
- Financial goal setting
- Insurance review
- Investment analysis
- Retirement planning
- Risk management
- Tax planning strategies (recommendations to consult with a qualified tax professional)
Location
Wilmington, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Shammas Financial Planning
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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