Sean Weaver is a CFP-designated registered investment advisor at One Xvi Wealth, based in Southlake, TX, 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 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% |
Annual advisory fee is up to 1.50% and is negotiable. Fees are paid quarterly in arrears.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
1560 E Southlake Blvd., Suite 100, Southlake, TX, 76092
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
December 1995Final Disposition
Employment History
Current Registrations
One Xvi Wealth
April 2024 - Present · 2 yrs 6 mos
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.
More Advisors
- Andrew Martz, CFPLPL Financial LLC
- Phil Nguyen, CFPWells Fargo Advisors
- Phillip Meyer, ChFCStifel, Nicolaus & Company, Incorporated
- Michael Mills, CFPMills Wealth Advisors, LLC
- Blake Johnson, CFPEdward Jones
- Michael Raich, CFP, ChFCEdward Jones