Sean Allen Orick

Strategic Wealth Partners, LTD.

24 Years of Experience

1 Disclosure

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Strategic Wealth Partners, LTD.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

19 advisors

Number of Clients

1,778 clients

Average Client Portfolio

$745K average

Assets Under Management

$1.3B

Fee Structure

Minimum Investment:$500K

Financial Planning:Included in AUM fee

Location

111 Second Avenue N.E., Suite 204, Saint Petersbug, FL, 33701

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History

Regulatory History (1)

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Criminal

December 1996

Final Disposition

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Other Business Activities

Sean is an investment advisor representative (IAR) with Resources Investment Advisors, Inc., dedicating full-time hours to this role. He is also a partner at Retirement Partner Advisors, a retirement plan consulting firm, spending about a quarter of his time on this activity.