Firm
Sammons Wealth Management LLC
Dallas, Texas
Fee-only
Sammons Wealth Management LLC at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 33 individual clients, 26 of them high net worth.
- Its average account is about $448,000 (assets it manages divided by its 144 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Dallas, Texas |
|---|---|
| Website | sammonswealth.com |
Sammons Wealth Management LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Up to the first $1,000,000 at 1%" source
"Next $3,000,001+ at .65%" source
"Up to the first $1,000,000 at 1%" source
"have accumulated $1M+ in retirement and investment savings" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $64 million |
| Individual clients | 7 |
| High-net-worth clients | 26 |
| Accounts managed | 144 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 19, 2026 |
| SEC record | CRD 286284 |