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Wes Shannon

Advisor Details

Financial Advisor in Fort Worth, TX with 10 Year(s) of Experience

Professional Designations

Certified Financial Planner (CFP) - 181988

Personal Bio

After working decades in the insurance and financial services industry, Wes left insurance to do full-time financial planning and investment advising.  Wes is a Founder of Brazos Wealth Advisors.

Wes has a Bachelor of Business Administration from the University of North Texas majoring in Financial Planning.  Wes is a Certified Financial Planning Professional™.  Wes is an active member of the National Association of Personal Financial Advisers (NAPFA) and a member DFW chapter of the Financial Planning Association (FPA).

Wes enjoys the outdoors participating in backpacking, hunting, fishing, canoeing, and camping. He likes to cook, garden and read. He has a passion for old movies and is a Turner Classic Movie fan.  Wes says, “I love good story telling, that’s what I look for in old movies”.  Expect Wes to listen to your story and dreams; then work in a sincere manner to help you reach those dreams.

Firm Name

Brazos Wealth Advisors, L.L.C.

Firm Bio

Brazos Wealth Advisors is a FEE ONLY planning firm.  We do not accept commissions or kickbacks from investments and financial firms.  We work for you, the client, and the only person who pays us is, you the client.  We keep our fees transparent and low.

Brazos Wealth Advisors maintains low overhead and we constantly keep our expenses low so that we can pass on to our clients a fee structure less than most of our competitors.

The first consultation is always free, so we may determine if we can be of any benefit to the client.

Advisor Type

RIA - Wes Shannon

Firm SEC Form ADV

Total Assets Under Management

$102000000

Previous Work Experience

SJK Financial Planning

Duration: 2014 - 2022
Brazos Wealth Advisors, L.L.C.

Firm SEC/CRD #

323508

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Resume

Education

University of North Texas
Bachelors of Business Administration
Duration: 2011 - 2013

License(s)

Series 65

Advisor SEC/CRD #

1673397

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Are you a Fiduciary?

Yes

Do you receive any commissions or fees based upon financial products that you provide to your clients?

No

Methods of Compensation

Fee-Only

Specialties

Preferred Client Type

Membership Associations

Certified Financial Planner Board of Standards (CFPBS)

Financial Planning Association (FPA)

National Association of Personal Financial Advisors (NAPFA)

Disclaimer

Brazos Wealth Advisors, L.L.C. is a registered investment advisor with the Texas Department of Securities.

Investment Philosophy

Spend a little, save a little, and give a little.

Fun Questions About You

What type of music do you listen to most often?

Everything

What are the three best movies that you could watch over and over again?

Oh Brother Where Art Thou, Cool Hand Luke, Intolerable Cruelty

What are your favorite sports teams?

Baseball the Texas Rangers

Contact:


Fort Worth, TX 76107

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