Sean Sevey is a registered investment advisor at Sevey Wealth Advisors, based in Austin, TX, with 25 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 17 clients.
Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
17 clients
Average Client Portfolio
Not specified
Fee Structure
Sevey Wealth Advisors charges a fixed annual fee of $10,000 for investment advisory services, billed quarterly in advance. This fee is negotiable.
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Location
Austin, TX
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Regulatory History (1)
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Customer Dispute
September 2010Award / Judgment
Employment History
Current Registrations
Sevey Wealth Advisors
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Charles Schwab & CO., INC.
August 2005 - December 2022 · 17 yrs 4 mos
Charles Schwab & CO., INC.Broker
August 2005 - December 2022 · 17 yrs 4 mos
Strategic Advisers, INC.
March 2003 - August 2005 · 2 yrs 5 mos
Fidelity Brokerage Services LLCBroker
September 2000 - August 2005 · 4 yrs 11 mos
State Registrations1 state
TX
Advisor
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.
Exams
No exam information available for this advisor.