# Brazos Wealth Advisors LLC

> Brazos Wealth Advisors LLC is an SEC-registered investment advisory firm in Fort Worth, TX, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 323508
- Filed as: BRAZOS WEALTH ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fort Worth, TX
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323508
- AdvisorCensus page: https://advisorcensus.com/firm/brazos-wealth-advisors-llc-fort-worth-tx-323508

## Quick answers

**How is Brazos Wealth Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Brazos Wealth Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Brazos Wealth Advisors LLC charge?**
Its Form ADV Part 2A brochure dated March 16, 2026 states: Flat fee: $20,000 a year (financial planning and consulting services); Hourly rate: $500 an hour (hourly planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Brazos Wealth Advisors LLC located?**
Brazos Wealth Advisors LLC's principal office is in Fort Worth, TX, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Brazos Wealth Advisors LLC registered with the SEC or a state?**
Brazos Wealth Advisors LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 323508.

**How much does Brazos Wealth Advisors LLC manage?**
Brazos Wealth Advisors LLC reports $183,697,357 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (93% discretionary).

**How have Brazos Wealth Advisors LLC's assets and staff changed since 2024?**
In the Form ADV data for Brazos Wealth Advisors LLC: Regulatory assets under management: $111,703,103 in the October 2024 data and $183,697,357 in the October 2026 data, up 64%. Total employees: 2 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Brazos Wealth Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (96); high net worth individuals (49); pension and profit sharing plans (but not the plan participants or government pension plans) (9).

**Which custodians does Brazos Wealth Advisors LLC use?**
Brazos Wealth Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Brazos Wealth Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/323508

**Does Brazos Wealth Advisors LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 16, 2026 says: "BWA does not impose any account minimum annual fees or minimum account requirements."

**What changed in Brazos Wealth Advisors LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $130,819,866 to $183,697,357 (+40%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 16, 2026)

- Account minimum: None

> BWA does not impose any account minimum annual fees or minimum account requirements.

- Flat fee: $20,000 a year (financial planning and consulting services)

> We charge an annual fixed fee for financial planning and consulting services that may range up to $ 20,000.

- Hourly rate: $500 an hour (hourly planning)

> Clients who engage us for hourly planning will be charged up to $500 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $183,697,357
- Discretionary: $170,727,139
- Non-discretionary: $12,970,218

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 96 | $28,735,482 |
| High net worth individuals | 49 | $140,033,404 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $12,970,218 |
| Corporations or other businesses not listed above | 1 | $1,958,253 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Iowa Park, TX

### Websites listed on Form ADV (Item 1.I)
- brazoswa.com
- Facebook @BRAZOSWA
- Instagram @WESSHANNONCFP
- LinkedIn @90641498
- YouTube @brazoswealthadvisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $111,703,103 | 2 | September 18, 2024 |
| October 2025 | $130,819,866 | 2 | May 13, 2025 |
| October 2026 | $183,697,357 | 3 | March 16, 2026 |

Regulatory assets under management: $111,703,103 in the October 2024 data and $183,697,357 in the October 2026 data, up 64%.
Total employees: 2 in October 2024 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $130,819,866 to $183,697,357 (+40%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Brazos Wealth Advisors LLC (CRD 323508): Form ADV filing data as of October 2026.