Brazos Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$168,768,886
Clients
145
Advisors
2
of 3 employees
About
The firm provides wealth management, investment management, financial planning, and retirement plan consulting to individuals, high net worth clients, trusts, and pension/profit-sharing plans, managing roughly $183 million for about 145 clients with two advisors. Services include ongoing discretionary and non-discretionary portfolio management, stand‑alone financial planning, and consulting on employee retirement plans.
Brazos’ investment process combines fundamental and quantitative analysis with modern portfolio theory to construct tailored portfolios that may include individual stocks and bonds, mutual funds, ETFs, options and other public and private securities. The firm monitors accounts on an ongoing basis, may rebalance or trade for both long‑ and short‑term horizons, and coordinates planning with outside professionals while offering implementation assistance for estate and legal work via an affiliated law practice.
Notable differentiators include an ownership/affiliation with a law practice and licensed attorneys among its representatives — an uncommon arrangement for firms in this category that the firm discloses and for which clients are not required to use the affiliated legal services. The firm also discloses use of borrowing on margin and derivative (options) strategies within managed accounts, practices that are statistically rare among peers, and it notes use of AI tools for meeting recording/transcription and that some representatives may serve as trustees or executors, which can affect custodial considerations.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial planning and consulting services up to $20,000; annual flat fee of $22,500 for retirement plan consulting services over $5 million in assets.
$0 - $1,000,000: 0.65% annually $1,000,001 - $2,000,000: 0.60% annually $2,000,001 - $3,000,000: 0.55% annually $3,000,001 - $4,000,000: 0.50% annually $4,000,001 - $5,000,000: 0.45% annually $5,000,001+: Annual flat fee of $22,500
Up to $500 per hour for financial planning and consulting services.
Minimum fee: Typical fixed fees ranging from $4,000 to $30,000+ annually depending on Service Tier for Wealth Management Services. Fee-only: Fixed fees for wealth management ranging from $4,000 to over $30,000 depending on service tier; financial planning fixed fees up to $20,000; hourly financial planning fees up to $500/hour.
Main office
2833 Crockett St., Ste.102
Fort Worth TX 76107
Advisors at this office
2
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Robert S
CFP®, Series 63, Series 65
Fort Worth, TX
Brazos Wealth Advisors LLC
Robert Shannon is a CFP® with 17 years of industry experience, currently serving as an advisor at Brazos Wealth Advisors LLC since 2022. Prior to this, he worked at SJK Financial Planning, L.L.C. for nine years and Texas American Insurers for ten years. He is also an independent insurance agent based in Iowa Park, TX. Brazos Wealth Advisors LLC manages discretionary assets for individuals, high-net-worth clients, trusts, and retirement plans, offering wealth management, financial planning, investment management, and retirement consulting. The firm uses fundamental and quantitative analysis alongside modern portfolio theory to create tailored portfolios and emphasizes comprehensive financial planning in areas including cash flow, taxes, and legacy.
Derek D
CFP®, Series 66
Fort Worth, TX
Brazos Wealth Advisors LLC
Derek Dansby is a CFP® with 19 years of experience in the financial industry, currently serving as an advisor at Brazos Wealth Advisors LLC. He has previously worked at Dansby Wealth Management LLC, 360 Wealth Management, and LPL Financial. Outside of his advisory work, he serves on the board of the Boys and Girls Clubs of Wichita Falls and is involved in several family business ventures, including a cattle operation and a cookie business. Brazos Wealth Advisors LLC manages discretionary assets for individuals, high-net-worth clients, trusts, and retirement plans, providing wealth management, financial planning, and investment consulting. The firm utilizes both fundamental and quantitative analysis alongside modern portfolio theory to create tailored portfolios, coordinating with third-party professionals to implement financial planning recommendations.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")