Sean Weaver is a CFP-designated registered investment advisor at One Xvi Wealth, based in Southlake, TX, with 21 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 63 clients with $53M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
63 clients
Average Client Portfolio
$839K average
Assets Under Management
$52.9M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual advisory fee is up to 1.50% of all assets under management and is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1560 E Southlake Blvd., Suite 100, Southlake, TX, 76092
Get directionsHistory
Regulatory History (1)
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Criminal
December 1995Final Disposition
Employment History
Current Registrations
One Xvi Wealth
April 2024 - Present · 2 yrs
Previous Registrations
Strategic Financial Concepts, LLC
February 2019 - October 2024 · 5 yrs 8 mos
LPL Financial LLCBroker
October 2011 - December 2019 · 8 yrs 2 mos
Wwk Wealth Advisors
November 2010 - March 2019 · 8 yrs 4 mos
Southwest Securities, INC.
November 2007 - December 2010 · 3 yrs 1 mo
Southwest Securities, INC.Broker
October 2007 - December 2010 · 3 yrs 2 mos
First Midamerica Investment Corporation
March 2007 - November 2007 · 8 mos
First Midamerica Investment CorporationBroker
March 2007 - November 2007 · 8 mos
Ing Financial Partners, INC
February 2005 - March 2007 · 2 yrs 1 mo
Ing Financial Partners, INC.Broker
October 2004 - March 2007 · 2 yrs 5 mos
Edward JonesBroker
July 2004 - September 2004 · 2 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.