Want to be a client?


How can you become a client of Brazos Wealth Advisors?



Currently, Brazos Wealth Advisors is taking new clients by referral only. If you have been referred to us, please click here to complete a new client fact finder and we will contact you.

If you are interested in becoming a client but do not have a referral, you may submit an application for consideration.


Wes Shannon, CFP®

Brazos Wealth Advisors, L.L.C.

Located at Common Desk

2833 Crockett Street, Suite 102

Fort Worth, TX 76107

Derek Dansby, CFP®, J.D.

Brazos Wealth Advisors, L.L.C.

307 N. Wall St.

Iowa Park, TX 76367