Sean Mccullough is a CFP-designated registered investment advisor at Atlas Wealth Partners LLC, based in Wyomissing, PA, with 15 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 338 clients with $220M 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 | 1.50% |
Fees are negotiable and may be higher or lower based on the nature of the account and the origin of the client. Factors affecting fee percentages include the size of the account, complexity of asset structures, and the extent of the anticipated financial planning work to be included with the engagement.
Fee Estimator
Location
2 Meridian Boulevard, First Floor, Wyomissing, PA, 19610
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Atlas Wealth Partners LLC
Previous Registrations
Morgan Stanley
State Registrations1 state
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