Advisor at Brazos Wealth Advisors LLC
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Firm
Brazos Wealth Advisors LLC
Location
Fort Worth, TX 76107
Credentials
CFP®, Series 63, Series 65
Industry experience
17 years
Robert Shannon is a CFP® with 17 years of industry experience, currently serving as an advisor at Brazos Wealth Advisors LLC since 2022. Prior to this, he worked at SJK Financial Planning, L.L.C. for nine years and Texas American Insurers for ten years. He is also an independent insurance agent based in Iowa Park, TX. Brazos Wealth Advisors LLC manages discretionary assets for individuals, high-net-worth clients, trusts, and retirement plans, offering wealth management, financial planning, investment management, and retirement consulting. The firm uses fundamental and quantitative analysis alongside modern portfolio theory to create tailored portfolios and emphasizes comprehensive financial planning in areas including cash flow, taxes, and legacy.
Based on Brazos Wealth Advisors LLC
Fixed fees for financial planning and consulting services up to $20,000; annual flat fee of $22,500 for retirement plan consulting services over $5 million in assets.
$0 - $1,000,000: 0.65% annually $1,000,001 - $2,000,000: 0.60% annually $2,000,001 - $3,000,000: 0.55% annually $3,000,001 - $4,000,000: 0.50% annually $4,000,001 - $5,000,000: 0.45% annually $5,000,001+: Annual flat fee of $22,500
Up to $500 per hour for financial planning and consulting services.
Minimum fee: Typical fixed fees ranging from $4,000 to $30,000+ annually depending on Service Tier for Wealth Management Services. Fee-only: Fixed fees for wealth management ranging from $4,000 to over $30,000 depending on service tier; financial planning fixed fees up to $20,000; hourly financial planning fees up to $500/hour.
2833 Crockett St., Ste.102
Fort Worth, TX 76107
Texas
Brazos Wealth Advisors LLC
2022 - Present (4 years)
SJK Financial Planning, L.L.C.
2014 - 2023 (9 years)
Texas American Insurers
2006 - 2016 (10 years)
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Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
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.
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.
CFP®
Fort Worth, TX
Waymaker Financial Planning
Michelle Vargas, Certified Financial Planner™ is the President of Waymaker Financial Planning, a Fee-Only firm that provides transparent and accessible financial guidance. She enjoys helping clients navigate and plan all aspects of their financial life so that they will worry less about their future and free up more time to spend doing what they love. After earning a degree in Finance from the University of Southwestern Louisiana in 1990, she moved to Florida and started her career with Harcourt Brace Publishing. Her journey into personal finance began when she signed up for her 401K and wanted to learn about additional options to plan for retirement. This eventually led to working as a financial advisor and completing the extensive education requirements for becoming a CFP® in 1998. She believes her experience as a young professional searching for unbiased advice enables her to better serve Gen XY professionals because she remembers what it was like being in their shoes. As a former homeschool parent and the wife of a federal employee, she is passionate about helping women, homeschool families, and federal workers plan wisely for a comfortable financial future. In her spare time, she enjoys hiking in Colorado, barbecuing with family, and working in her garden.
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Fort Worth, TX
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Series 63
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Series 63, Series 65
Bedford, TX
Corporate & Institutional Services, LLC
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