Financial Advisor in Fort Worth, TX with 9 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
Previous Work Experience
Duration: 2014 - 2022
Firm License #
323508
Research this Firm: Please visit this Firm's respective State Board of Accountancy website for additional information.
Firm Logo
Resume
Education
University of North TexasBachelors of Business Administration
Duration: 2011 - 2013
License(s)
Series 65
Advisor License #
1673397
Research this Advisor: Please visit this Advisor's respective State Board of Accountancy website for additional information.
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?
EverythingWhat are the three best movies that you could watch over and over again?
Oh Brother Where Art Thou, Cool Hand Luke, Intolerable CrueltyWhat are your favorite sports teams?
Baseball the Texas RangersLeave a Review
Wes Shannon CFP
FIDUCIARY
Position: Financial Planner
Category: Tax & Accounting
Inception of Business: 2014