A complete list of active advisors currently associated with Shammas Financial Planning
Warmer can help you find a great advisor at Shammas Financial Planning or one who fits your needs even better.
Shammas Financial Planning LLC is a fee‑only advisory firm whose principal is a CFP® professional; it provides project‑based and ongoing financial planning services to individuals and high‑net‑worth individuals. The brochure states the firm refers clients to third‑party professionals when appropriate and does not provide investment management, custody, or discretionary trading. For securities recommendations made in the context of financial plans, the firm cites Modern Portfolio Theory alongside fundamental, technical, and cyclical analyses and emphasizes asset allocation with a blend of passive and active vehicles. The brochure also includes added disclosures on limited markets and crypto risk and describes ongoing monitoring and plan updates while clients implement transactions through their chosen custodians. Distinctive elements noted in the brochure include a recent CCR Section 260.235.2 disclosure and other material changes that accompany the firm’s presentation of hypothetical and performance information in its materials, even as it states it no longer offers portfolio management or charges percentage‑of‑AUM fees. The firm also highlights a very small client base, an insurance license used only for consulting (no product sales), and a newly offered subscription fee option.
To learn more about the advisors currently working at Shammas Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Wilmington, NC
| 8
|
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