Advisor at Shammas Financial Planning
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Shammas Financial Planning
Location
Wilmington, NC
Credentials
CFP®, Series 66
Industry experience
8 years
Peter Shammas is a CFP® with eight years of industry experience, currently serving as the sole advisor at Shammas Financial Planning in Wilmington, NC. Prior to founding his independent firm in 2023, he held various roles at Fidelity from 2016 to 2023 and worked at the University of Mary Washington. Shammas Financial Planning LLC is a fee-only, single-advisor registered investment adviser specializing in limited-scope, one-time financial planning engagements for individuals and high-net-worth clients. The firm provides services including retirement, estate, and college savings planning, as well as cash-flow management and investment analysis, and operates without ongoing investment management or custody.
Based on Shammas Financial Planning
Fixed fees between 0.1% to 1% of total account values under advisement
$280 per hour
Fee-only: Fixed fees ranging from 0.1% to 1% of total account values under advisement; hourly rate of $280
Wilmington, NC
North Carolina
Shammas Financial Planning LLC
2023 - Present (3 years)
Fidelity Personal and Workplace Advisors
2018 - 2023 (5 years)
Fidelity Brokerage Services LLC
2017 - 2018 (1 year)
Fidelity Investments Institutional Operations Company Inc
2016 - 2017 (1 year)
University of Mary Washington
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Wilmington, NC
Harborside Capital
Series 66
Wilmington, NC
Neuse River Capital, LLC
Series 66
Wilmington, NC
Pembroke Wealth Management, LLC
CFP®, Series 65
Hampstead, NC
Stark Strategic Capital Management, Inc.
CFP®, Series 65
Carolina Beach, NC
Cadger Tax and Financial Inc.
Series 63, Series 65, Series 66
Wilmington, NC
Coastal Capital Management, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")