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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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 experience in financial advising. He is currently with Brazos Wealth Advisors LLC, where he has worked since 2022, following prior roles at SJK Financial Planning, L.L.C. and Signator Financial Services, Inc. He also works as an independent insurance agent in Iowa Park, TX. Brazos Wealth Advisors LLC serves individuals, high net worth clients, trusts, and pension/profit-sharing plans, managing approximately $183 million for about 145 clients. The firm combines fundamental and quantitative analysis with modern portfolio theory to create customized portfolios, offering ongoing portfolio management, financial planning, and retirement plan consulting, with a notable ownership affiliation with a law practice.
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. He is currently with Brazos Wealth Advisors LLC and previously worked at Dansby Wealth Management LLC, 360 Wealth Management, LPL Financial, and Edward Jones. He serves on the board of the Boys and Girls Clubs of Wichita Falls. Brazos Wealth Advisors provides wealth management, financial planning, and retirement plan consulting to individuals, high net worth clients, trusts, and pension/profit-sharing plans. The firm employs a combination of fundamental and quantitative analysis with modern portfolio theory to tailor portfolios, and it maintains an affiliation with a law practice offering estate and legal implementation assistance.
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