# Stephanie Sammons

> Stephanie Sammons is a fee-only financial advisor at Sammons Wealth Management LLC in Dallas, Texas, who holds the CFP credential. Stephanie charges a percentage of assets (1% a year on the first tier of assets managed and typically works with clients with $1,000,000 or more) and focuses on retirement planning and tax planning.

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

## Facts

- **Firm:** Sammons Wealth Management LLC
- **Based in:** Dallas, Texas
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed; typically works with clients with $1,000,000 or more
- **Assets under management (firm):** $64.4M across 144 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Retirees, Pre-retirees, High earners
- **CRD:** 2642304 (https://adviserinfo.sec.gov/individual/summary/2642304)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (1995), Series 65 (1995)
- **Firm size:** 2 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://sammonswealth.com

## Frequently asked questions

### Is Stephanie Sammons a fee-only financial advisor?

Yes. Stephanie Sammons is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Stephanie's firm.

### How does Stephanie charge for financial advice?

Stephanie charges a percentage of assets.

### How much does Stephanie charge?

According to Sammons Wealth Management LLC's website, checked October 28, 2026: 1% a year on the first tier of assets managed; typically works with clients with $1,000,000 or more.

### Where is Stephanie Sammons based?

Stephanie Sammons is based in Dallas, Texas.

### What does Stephanie specialize in?

Stephanie's specialties include retirement planning and tax planning. Stephanie works with retirees, pre-retirees and high earners.

### What credentials does Stephanie Sammons hold?

Stephanie Sammons holds the CFP credential.

### Is Stephanie Sammons registered with the SEC?

Yes. Stephanie Sammons is registered as an investment adviser representative in TX (CRD 2642304), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.

### How much does Sammons Wealth Management LLC manage?

Sammons Wealth Management LLC reports $64.4M across 144 accounts in assets under management.

### How do I contact Stephanie Sammons?

Through Stephanie's website, sammonswealth.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/stephanie-sammons-10747): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://sammonswealth.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.