Sean O'reilly is a CFP-designated registered investment advisor at Ffg Retirement Counseling, based in Centennial, CO, with 26 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 156 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $1000K | 1.05% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.75% |
Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Location
5975 South Quebec Street, Suite 130, Centennial, CO, 80111
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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 Activities
Sean is a partner and COO of Gormagus, LLC DBA Trailhead Systems, which creates processes and systems for financial advisors. He dedicates about a quarter of his time to overseeing product development and distribution.
Employment History
Current Registrations
Ffg Retirement Counseling
Previous Registrations
Calton & Associates, INC.Broker
Smart Money Group, LLC
Vsr Financial Services, INC.Broker
NFP Securities, INC.Broker
Hybridtrading, LLCBroker
Janus Distributors LLCBroker
State Registrations1 state
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