Stephanie Sammons
Sammons Wealth Management LLC · Dallas, Texas
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- High earners
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 | $64.4M across 144 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 2642304 |
| Exams passed | Series 63 (1995) · Series 65 (1995) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | sammonswealth.com |
| Profile |
How Stephanie's firm compares
- Sammons Wealth Management LLC's average account is about $448,000, from its Form ADV (assets managed divided by 144 accounts).
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Questions about Stephanie
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dallas
Other advisors in Texas who focus on retirement planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Sammons Wealth Management LLC 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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