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Sean Paddock

Wealth Dimensions Group, LTD.
20 Years of Experience
Cincinnati, OH
Sells Insurance
View SEC Summary
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Sean Paddock is a registered investment advisor at Wealth Dimensions Group, LTD., based in Cincinnati, OH, with 20 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 5 more. Their firm serves 769 clients with $1.2B in assets under management.

Wealth Dimensions Group, LTD.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
769 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.75%
$3.0M - $5.0M0.60%
$5M+0.50%

The minimum annual fee is $5,000. Fees may be negotiated or discounted at the firm's discretion for charitable or civic organizations.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7870 E Kemper Road, Suite 210, Cincinnati, OH, 45249

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Sean is licensed to sell insurance in Ohio to provide insurance products to clients who need them.

Employment History
Current Registrations
Wealth Dimensions Group, LTD.
January 2021 - Present · 5 yrs 9 mos
Previous Registrations
Fifth Third Securities, INC.
December 2009 - November 2020 · 10 yrs 11 mos
Fifth Third Securities, INC.Broker
December 2009 - November 2020 · 10 yrs 11 mos
Chase Investment Services CORP.Broker
June 2009 - November 2009 · 5 mos
Chase Investment Services CORP.
June 2009 - November 2009 · 5 mos
Fifth Third Securities, INC.
May 2007 - June 2009 · 2 yrs 1 mo
Fifth Third Securities, INC.Broker
September 2005 - June 2009 · 3 yrs 9 mos
Fidelity Brokerage Services LLCBroker
August 2005 - September 2005 · 1 mo
State Registrations1 state
OH
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.
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