Sean Patrick
Sean Patrick is a registered investment advisor at The Renaissance Group, based in Ventura, CA, with 32 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 184 clients.
Compensation
Firm Size
IM Fee
Fee Structure
The Renaissance Group offers financial planning services for an hourly fee of $250. Before starting, they'll estimate the hours needed. If they expect to exceed the estimate, they'll get your approval first. You'll pay a retainer in advance, and they'll bill against it as they work.
Location
199 Figueroa St., 101A, Ventura, CA, 93001
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2017Other Business ActivitiesSells Insurance
Sean is a managing member of The Reniasance Group, providing fee-based financial planning, dedicating about 10-20% of his time. He also serves as treasurer for a church and is an independent insurance agent, spending minimal time on each. Finally, Sean works nearly full-time as an advisory representative of a RIA called CIRA.
Employment History
Current Registrations
The Renaissance Group
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Cetera Advisors LLCBroker
Cetera Advisors LLC
The Renaissance Group, LLC
LPL Financial LLC
LPL Financial LLCBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations12 states
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.