Sean Sprinkle is a PFS-designated registered investment advisor at Sprinkle Financial Consultants LLC, based in Littleton, CO, with 27 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 242 clients with $930M 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 range from 1.50% to 0.225% based on a graduated schedule set in the client agreement. Fees are negotiable based on account size, anticipated future assets, and complexity.
Fee Estimator
Location
1520 West Canal Court, Suite 220, Littleton, CO, 80120
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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.
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Sean is a manager at Trinity Resources LLC, an oil & gas extraction company, since 2009. He handles accounting, tax compliance, and evaluates potential investments, dedicating minimal time to this activity.
Employment History
Current Registrations
Sprinkle Financial Consultants LLC
State Registrations2 states
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
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