Sammons Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$64,446,180
Total clients
33
79% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
33
Average account size
$1,952,915
About
Sammons Wealth Management is a fee-only, state-registered advisory firm that provides comprehensive financial planning and discretionary portfolio management to individual and high-net-worth clients. The firm focuses on clients approaching retirement and those with approximately one million dollars or more in investable assets, and it also offers limited one-time planning engagements and employee benefit plan advisory.
The firm’s investment process is grounded in Modern Portfolio Theory and typically blends passive core holdings with selective active funds and ETFs to build globally diversified, tax-aware portfolios; ongoing services include tax-return reviews, tax-loss harvesting, and periodic rebalancing. Sammons Wealth coordinates with outside managers and custodians to implement strategies, commonly uses a major institutional custodian for managed accounts, and may utilize third-party platforms such as Betterment Advisor Solutions for certain plan or wrap-fee implementations.
Compared with many peers, Sammons Wealth operates as a single-advisor practice with a relatively small client roster, a structure that is tied to selective availability of planning services and closer advisor oversight of client relationships. The founder holds the CFP® designation and maintains an outside artistic activity; the firm also discloses that proxy voting is retained by clients and that some client accounts may be managed through third-party wrap arrangements.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
General retirement planning
Social Security optimization
Medicare planning
Charitable giving tax strategies
Tax-loss harvesting
Occupation focus
Executive
Founder/Business Owner
Demographic focus
Approaching retirement
Fee options
One-Time Financial Planning Services: $4,500 for individual, $6,500 for couple
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $3,000,000: 0.75% $3,000,001+: 0.65%
Account minimum: $1,000,000 Minimum fee: $10,000 annual minimum fee for accounts under $1,000,000 Fee-only: Full-Time Private Client Services are fee-only; no commissions or referral fees accepted.
Main office location
Sammons Wealth
12720 Hillcrest Road, Suite 600
Dallas TX 75230, United States
Number of offices
1
Most active in
Sammons Wealth has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
Facebook
X
Instagram
Website
(972 440-1194
Advisors at this firm
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