Shammas Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
2
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
2
Average account size
$0
About
Shammas Financial Planning LLC is a fee-only, single-advisor registered investment adviser that provides limited-scope, one-time financial planning engagements for individuals and high‑net‑worth clients. Services described in the brochure include retirement planning, estate planning, college savings, cash‑flow and debt management, employee benefits optimization, investment analysis, insurance review, and tax‑related planning advice.
The firm no longer offers ongoing investment management or custody and reported $0 in assets under management as of December 31, 2024, so clients are responsible for implementing recommendations through their chosen custodian. Its planning process uses mutual fund and ETF analysis, asset allocation guidance, and retirement projections; fees are billed on a fixed‑fee or hourly basis and may be paid via electronic processors (EFT, Apple Pay, Venmo).
Compared with many solo advisers, the brochure explains that client materials incorporate both historical manager track records and illustrative projections, effectively presenting performance and hypothetical scenarios as part of the planning work. The firm also states it will not exercise investment discretion or vote client proxies, and it operates without receiving commissions or third‑party compensation when referring outside professionals.
Client services
Financial planning
Expertise
Business exit / sale strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Business ownership considerations
General estate planning guidance
Fee options
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
Main office location
Shammas Financial Planning
Wilmington NC, United States
Number of offices
1
Most active in
Shammas Financial Planning has reported serving >5 clients in these states in the last 12 months.
North Carolina
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:
-
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.
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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.
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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
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