Sean Fletcher
Sean Fletcher is a CFP-designated registered investment advisor at Prospettiva Financial, based in San Francisco, CA, with 22 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 4 more. Their firm serves 66 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual fee for wealth management services. Fees are negotiable.
Fee Estimator
Location
22 Battery Street, Suite 426, San Francisco, CA, 94111
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sean is an owner/artist involved in the production and exhibition of fine and performing art since 2010. He is also a licensed California resident insurance producer for life, variable contracts, accident, and health insurance since 2015. Additionally, Sean is a member of the advisory board for Honig Vineyard & Winery, dedicating minimal time to attending meetings to discuss financial reporting.
Employment History
Current Registrations
Prospettiva Financial
Previous Registrations
Fsc Securities Corporation
State Registrations1 state
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.