Sean Gates is a CFP-designated registered investment advisor at Apollon Wealth Management, LLC, based in Alexandria, VA, with 15 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 8,389 clients with $12B 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 | 2.00% |
Advisory fees are negotiable and range up to 2.00% annually based on the size and complexity of the relationship, services rendered, and time commitment. Accounts using Direct Indexing or CJ Lawrence strategies are subject to additional percentage fees.
Fee Estimator
Location
Alexandria, VA
Get directionsHistory
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 →Other Business Activities
Sean is involved with The Vibes Company Inc., a small business startup consulting firm, since October 2023. He spends about a third of his time advising on tax-related products and creating a franchise advisory business.
Employment History
Current Registrations
Apollon Wealth Management, LLC
Previous Registrations
Motley Fool Wealth Management, LLC
Lifestyle Wealth
Tmf InvestmentsBroker
Motley Fool Wealth Management, LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.Broker
State Registrations3 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
More Advisors
- Megan Brinsfield, CFPApollon Wealth Management, LLC
- Philip Bartilucci, CFPWells Fargo Advisors
- Philip Leopold, CFP, ChFCFirst Command Advisory Services
- Jeffrey Sheats, CFPStrategic Advisers LLC
- David Evans, CFPBig "i" Advisory Resources, LLC
- Benjamin Lievestro, CFPFirst Command Advisory Services