Brazos Wealth Advisors LLC

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Client assets under management

$168,768,886

Clients

145

34% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

High

Average account size

$1,163,923

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

Financial planning Portfolio management Pension consulting

Expertise

Options & derivatives strategies Wealth management

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

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.

Percentage

$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

Project-based

Up to $500 per hour for financial planning and consulting services.

Other

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 location

Brazos Wealth Advisors LLC

2833 Crockett St., Ste.102

Fort Worth TX 76107, United States

Number of offices

Most active in

Texas

Disclosures

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Instagram YouTube Website 682-350-1055

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.

Options & derivatives strategies Wealth management Founder/Business Owner Retired

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.

Options & derivatives strategies Wealth management Founder/Business Owner Retired

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