Sammons Wealth logo

Sammons Wealth

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

Fixed

One-Time Financial Planning Services: $4,500 for individual, $6,500 for couple

Percentage

$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%

Other

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

Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

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")