Wes Shannon, CFP® SJK Financial Planning, L.L.C.
- 2833 Crockett Street, Suite 102, Fort Worth, TX 76107
- (682) 350-1055
- http://www.sjkfinancialplanning.com/
About Wes Shannon, CFP®, LUTCF
Wes is a native of Fort Worth, TX where he started his career as an insurance agent for his family’s independent insurance agency. After working decades in the insurance and financial services industry, he left insurance to do full-time financial planning and investment advising. Wes is the founder of SJK Financial Planning (SJK are the initials of Wes’ children).
Wes has a bachelors of business administration from the University of North Texas majoring in Financial Planning. In addition to being a Certified Financial Planner™ Professional, Wes is a Life Underwriters Training Council Fellow (LUTCF). Wes is an active member of the DFW chapter of the Financial Planning Association.
Wes enjoys the outdoors participating in backpacking, hunting, fishing, canoeing, and camping. He likes to cook, garden and read. He has a passion for old movies and is a Turner Classic Movie fan. As Wes would say, “I love good story telling, thats what I look for in old movies”.
Expect Wes to listen to your story and dreams; then work in a sincere manner to help you reach your dreams.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Baby Boomers
- Business Owners
- HENRY (High Earners, Not Rich Yet)
- Retirement Planning
Ways Advisor Charges
- Flat Fee
- Hourly
- Assets Under Management
Fee Options
- Flat Fee: $8000+/engagement
- Hourly Fee: $250+/hr
- Assets Under Management: starting at 1.25%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
