Shashin Shah is a CFA, CFP-designated registered investment advisor at Sfmg Wealth Advisors, based in Plano, TX, with 31 years of industry experience. Shashin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Estate Planning, and 4 more. Their firm serves 927 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
Fees are negotiable based upon certain criteria.
Fee Estimator
Location
3960 Dallas Parkway, Suite 400, Plano, TX, 75093
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Shashin reviews subject matter for the Investments and Wealth Institute, serves as an ambassador for the CFP Board, and writes questions for Wiley's CIMA review, dedicating about 10-20% of his time and minimal time respectively. He is also a part-owner of Confidence Period, LLC, an investment-related entity, but does not devote any time to it.
Employment History
Current Registrations
Sfmg Wealth Advisors
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Mutual Service CorporationBroker
Mutual Service Corporation
Salomon Grey Financial CorporationBroker
Auerbach, Pollak & Richardson INC.Broker
American Fronteer Financial CorporationBroker
Barron Chase Securities, INC.Broker
Dickinson & CO.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.