Stephanie Sammons is a CFP-designated registered investment advisor at Sammons Wealth, based in Dallas, TX, with 22 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 32 clients with $52M 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 | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.65% |
Minimum annual fee of $7,500 for clients with assets under management of less than $750,000. Fees could be negotiable.
Fee Estimator
Contact
Stephanie Sammons
Location
12720 Hillcrest Road, Suite 600, Dallas, TX, 75230
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2000Employment History
Current Registrations
Sammons Wealth
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
UBS Financial Services INC.
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.
Exams
Additional Information
Retirement is arguably one of the greatest life transitions you will ever experience. This phase of life brings many questions when it comes to achieving your retirement goals and dreams. When can you retire? How much will you need? How long will it last? These are just a few of the important retirement questions to be answered.