Sfmg Wealth Advisors

Sfmg Wealth Advisors (CRD# 107548) is a financial advisory firm headquartered in Plano, TX. They manage $914,489,964 in 3,255 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    914
    MILLION
  • Total Number of Accounts
    3,255
    ACCOUNTS
  • Average Account Value
    $280,949
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, FL, LA, NY, OK, TX

Financial Advisors at Sfmg Wealth Advisors
Showing 1 - 10 of 10 top financial advisors.
1
Shashin G. Shah
CRD#: 2465754
7800 Dallas Parkway, Suite 350, Plano, TX 75024
96
Wealthminder
score

Shashin Shah (CRD# 2465754) is an Investment Advisor Representative working at Sfmg Wealth Advisors in Plano, TX and has over 23 years of experience in the finance industry. Shashin Shah has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kevin W. Margolis
CRD#: 4490753
2500 Dallas Parkway, Suite 214, Plano, TX 75093
93
Wealthminder
score

Kevin Margolis (CRD# 4490753) is an Investment Advisor Representative working at Sfmg Wealth Advisors in Plano, TX and has over 15 years of experience in the finance industry.

3
David W. White
CRD#: 735931
2500 Dallas Parkway, Ste 214, Plano, TX 75093
93
Wealthminder
score

David White (CRD# 735931) is an Investment Advisor Representative working at Sfmg Wealth Advisors in Plano, TX and has over 35 years of experience in the finance industry.

4
Ryan J. Blair
CRD#: 4811979
7800 Dallas Parkway, Suite 350, Plano, TX 75024
90
Wealthminder
score

Ryan Blair (CRD# 4811979) is an Investment Advisor Representative working at Sfmg Wealth Advisors in Plano, TX and has 1 year of experience in the finance industry. Ryan Blair has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Barry L. Evans
CRD#: 4348328
7800 Dallas Parkway, Suite 350, Plano, TX 75024
90
Wealthminder
score

Barry Evans (CRD# 4348328) is an Investment Advisor Representative working at Sfmg Wealth Advisors in Plano, TX and has 1 year of experience in the finance industry. Barry Evans has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Craig M. Greenway
CRD#: 4432599
2500 Dallas Parkway, Suite 214, Plano, TX 75093
90
Wealthminder
score

Craig Greenway (CRD# 4432599) is an Investment Advisor Representative working at Sfmg Wealth Advisors in Plano, TX and has 1 year of experience in the finance industry. Craig Greenway has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Taylor Nipp
CRD#: 6141580
7800 Dallas Parkway, Suite 350, Plano, TX 75024
90
Wealthminder
score

Taylor Nipp (CRD# 6141580) is an Investment Advisor Representative working at Sfmg Wealth Advisors in Plano, TX and has 1 year of experience in the finance industry. Taylor Nipp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
William D. Caton
CRD#: 1452805
7800 Dallas Parkway, Suite 350, Plano, TX 75024
87
Wealthminder
score

William Caton (CRD# 1452805) is an Investment Advisor Representative working at Sfmg Wealth Advisors in Plano, TX and has 1 year of experience in the finance industry.

9
Russell P. Creech
CRD#: 6174740
7800 Dallas Parkway, Suite 350, Plano, TX 75024
87
Wealthminder
score

Russell Creech (CRD# 6174740) is an Investment Advisor Representative working at Sfmg Wealth Advisors in Plano, TX and has 1 year of experience in the finance industry.

10
Gregory P. Morgan
CRD#: 735924
2500 Dallas Parkway, Ste 214, Plano, TX 75093
76
Wealthminder
score

Gregory Morgan (CRD# 735924) is an Investment Advisor Representative working at Sfmg Wealth Advisors in Plano, TX and has over 35 years of experience in the finance industry. Gregory Morgan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.