Sean Dwyer is a CFA, CFP-designated registered investment advisor at Overture Wealth Management, based in Conshohocken, PA, with 22 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 13 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Overture Wealth Management charges an annual flat fee for wealth management services, which range from $7,500 to $15,000 per year. Fees are paid quarterly in arrears and depend on factors such as your specific needs, financial complexity, and the time required to service your account. A comprehensive financial plan is included at no extra cost.
Contact
Sean Dwyer
Location
Conshohocken, PA
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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 →Employment History
Current Registrations
Overture Wealth Management
Previous Registrations
Sage Financial Group INC.
Vanguard Advisers INC
Vanguard Marketing CorporationBroker
UBS Financial Services INC.Broker
State Registrations1 state
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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