Robert Shannon
Brazos Wealth Advisors · Fort Worth, Texas
Robert Shannon is a fee-only financial advisor at Brazos Wealth Advisors in Fort Worth, Texas, who holds the CFP credential. Brazos Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Brazos Wealth Advisors |
|---|---|
| Based in | Fort Worth, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $183.7M across 425 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 1673397 |
| Exams passed | Series 63 (1987) · Series 65 (2008) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.brazoswa.com |
How Robert's firm compares
- Brazos Wealth Advisors's average account is about $432,000, from its Form ADV (assets managed divided by 425 accounts).
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Questions about Robert
Is Robert Shannon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Brazos Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Brazos Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Shannon based?
Robert Shannon is based in Fort Worth, Texas.
What credentials does Robert Shannon hold?
Robert Shannon holds the CFP credential.
Is Robert Shannon registered with the SEC?
Yes. Robert Shannon is registered as an investment adviser representative in TX (CRD 1673397), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Brazos Wealth Advisors manage?
Brazos Wealth Advisors reports $183.7M across 425 accounts in assets under management.
How do I contact Robert Shannon?
Through Robert's website, www.brazoswa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Fort Worth
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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