Shannon Schulz
S. Harris Financial Group · San Antonio, Texas
Shannon Schulz is a fee-only financial advisor at S. Harris Financial Group in San Antonio, Texas. Shannon focuses on divorce financial planning, retirement planning and small business owners. S. Harris Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Physicians
- Founders
Facts
| Firm | S. Harris Financial Group |
|---|---|
| Based in | San Antonio, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $404.4M across 1,036 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7922404 |
| Exams passed | Series 65 (2026) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.sharrisfinancial.com |
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Questions about Shannon
Is Shannon Schulz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shannon holds no broker registration, and S. Harris Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Shannon charge for financial advice?
Shannon's firm, S. Harris Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Shannon Schulz based?
Shannon Schulz is based in San Antonio, Texas.
What does Shannon specialize in?
Shannon's specialties include divorce financial planning, retirement planning, small business owners, founders (pre-exit), family wealth transfer and physicians & residents. Shannon works with executives, physicians and founders.
Is Shannon Schulz registered with the SEC?
Yes. Shannon Schulz is registered as an investment adviser representative in TX (CRD 7922404), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does S. Harris Financial Group manage?
S. Harris Financial Group reports $404.4M across 1,036 accounts in assets under management.
How do I contact Shannon Schulz?
Through Shannon's website, www.sharrisfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- S. Harris Financial Group website : specialties, clients served, and fees, checked October 30, 2026
- 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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