---
title: "Wes Shannon | Financial Advisors"
description: "Wes Shannon at Brazos Wealth Advisors, L.L.C.. After working decades in the insurance and financial services industry, Wes left insurance to do full-time…"
url: https://financialadvisors.com/advisors/wes-shannon/
---

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![Wes Shannon](https://financialadvisors.com/wp-content/uploads/2023/06/23041416814924664x5WesShannon2021.jpg)

# Wes Shannon

Brazos Wealth Advisors, L.L.C.

investment

Certified Financial Planner

Email Advisor

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## About

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.

Investment Philosophy

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

## Firm Information

![Brazos Wealth Advisors, L.L.C. logo](https://financialadvisors.com/wp-content/uploads/2023/06/2304141681492686BrazosWA3Clogo.png)

Firm Brazos Wealth Advisors, L.L.C.

Position Financial Planner

Agency Type ria

Firm CRD# 323508

About Firm

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.

Firm Location

## Professional Details

Advisor CRD# 1673397

Fiduciary Yes — acts in your best interest

Compensation Fee-Only

Designations

Certified Financial Planner

## Investment Information

Assets Under Management $102M

SEC Form ADV [View Form ADV →](https://financialadvisors.com/wp-content/uploads/2023/06/2304141681492686BWA-2023ADVPart2A-FinalCopyinprogress-amended12-22-20221.pdf)

## Practice Focus

Specialties

- Portfolio Management 55%

- Employee Benefit Plans / 401(k) 30%

- Retirement Planning 10%

- Financial Planning 5%

Preferred Client Type

- Baby Boomers 30%

- Gen X 20%

- Business Owners 10%

- Engineers 10%

- LGBTQ 10%

- Millenials 10%

- Educators/Teachers 5%

- Other 5%

## Education

Education

**University of North Texas**

Previous Work Experience

**SJK Financial Planning**

**Brazos Wealth Advisors, L.L.C.**

## About Me

Favorite Sports Teams

Baseball the Texas Rangers

Community Involvement Certified Financial Planner Board of Standards (CFPBS), Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA)

### Contact Information

Email Advisor

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[(682) 350-1055](tel:6823501055)

Address 2833 Crockett Street, Suite 102, Fort Worth, TX 76107, USA

### At a Glance

AUM $102M

Founded 2014

### Links

[Website](https://www.brazoswa.com/) [SEC Form ADV](https://financialadvisors.com/wp-content/uploads/2023/06/2304141681492686BWA-2023ADVPart2A-FinalCopyinprogress-amended12-22-20221.pdf) Form CRS Not provided

[BrokerCheck Profile](https://adviserinfo.sec.gov/individual/summary/1673397)

### Connect

[LinkedIn](https://www.linkedin.com/company/brazos-wealth-advisor/?viewAsMember=true) [Facebook](https://www.facebook.com/BrazosWA) [X](https://twitter.com/BrazosWA) [Instagram](https://www.instagram.com/BrazosWA) [YouTube](https://www.youtube.com/channel/UCe1oCMJnL3bwnoOgKTrVcag)

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