Shaun Dowling
Sendera Wealth Advisors, LLC · Richardson, Texas
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.
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Facts
| Firm | Sendera Wealth Advisors, LLC |
|---|---|
| Based in | Richardson, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $16.7M across 42 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5495420 |
| Exams passed | Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Shaun's firm compares
- Sendera Wealth Advisors, LLC's average account is about $399,000, from its Form ADV (assets managed divided by 42 accounts).
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Questions about Shaun
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Richardson
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- 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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