# Shannon Pope

> Shannon Pope is a fee-only financial advisor at SFMG Wealth Advisors in Plano, Texas, who holds the CFP credential. Shannon charges a percentage of assets and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/shannon-pope/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** SFMG Wealth Advisors
- **Based in:** Plano, Texas
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $2.96B across 4,323 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Small business owners, Equity compensation
- **Works with:** Executives, Founders
- **CRD:** 6234367 (https://adviserinfo.sec.gov/individual/summary/6234367)
- **SEC registration:** Investment adviser representative in TX
- **Firm size:** 39 employees
- **Disclosures:** None reported
- **Website:** http://sfmg.com

## Frequently asked questions

### Is Shannon Pope a fee-only financial advisor?

Yes. Shannon Pope is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Shannon's firm.

### How does Shannon charge for financial advice?

Shannon charges a percentage of assets.

### Where is Shannon Pope based?

Shannon Pope is based in Plano, Texas.

### What does Shannon specialize in?

Shannon's specialties include retirement planning, estate & legacy planning, tax planning, small business owners and equity compensation. Shannon works with executives and founders.

### What credentials does Shannon Pope hold?

Shannon Pope holds the CFP credential.

### Is Shannon Pope registered with the SEC?

Yes. Shannon Pope is registered as an investment adviser representative in TX (CRD 6234367), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does SFMG Wealth Advisors manage?

SFMG Wealth Advisors reports $2.96B across 4,323 accounts in assets under management.

### How do I contact Shannon Pope?

Through Shannon's website, sfmg.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/7454): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://sfmg.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.