Shannon Pope
SFMG Wealth Advisors · Plano, Texas
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.
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Specialties
Who they serve
- Executives
- Founders
Facts
| Firm | SFMG Wealth Advisors |
|---|---|
| Based in | Plano, Texas |
| Fee model | Percentage of assets |
| Assets under management | $2.96B across 4,323 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6234367 |
| Firm size | 39 employees |
| Disclosures | None reported |
| Website | sfmg.com |
How Shannon's firm compares
- SFMG Wealth Advisors's average account is about $684,000, from its Form ADV (assets managed divided by 4,323 accounts).
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Questions about Shannon
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Plano
Other advisors in Texas who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SFMG Wealth Advisors website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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