# Shaun Dowling

> Shaun Dowling is a fee-only financial advisor at Sendera Wealth Advisors, LLC in Richardson, Texas, who holds the CFP credential. Sendera Wealth Advisors, LLC reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Sendera Wealth Advisors, LLC
- **Based in:** Richardson, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $16.7M across 42 accounts
- **Credentials:** CFP
- **CRD:** 5495420 (https://adviserinfo.sec.gov/individual/summary/5495420)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2008)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Shaun Dowling a fee-only financial advisor?

Yes. Shaun Dowling 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 Shaun's firm.

### How does Shaun charge for financial advice?

Shaun's firm, Sendera Wealth Advisors, LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Shaun Dowling based?

Shaun Dowling is based in Richardson, Texas.

### What credentials does Shaun Dowling hold?

Shaun Dowling holds the CFP credential.

### Is Shaun Dowling registered with the SEC?

Yes. Shaun Dowling is registered as an investment adviser representative in TX (CRD 5495420), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Sendera Wealth Advisors, LLC manage?

Sendera Wealth Advisors, LLC reports $16.7M across 42 accounts in assets under management.

### How do I contact Shaun Dowling?

Contact details aren't on file yet. Search for Sendera Wealth Advisors, LLC.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/52095): 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

---

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