Sean Pfeiffer
Sean Pfeiffer is a registered investment advisor at Boyce & Associates Wealth Consulting, INC., based in Cedar Park, TX, with 4 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 268 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.05% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees are negotiable based on certain circumstances.
Fee Estimator
Location
3109 Kenai Dr., Ste 107, Cedar Park, TX, 78613
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 ActivitiesSells Insurance
Sean works as the President and a Broker for Downtown Buzz Inc d/b/a Reference Insurance, a non-investment related insurance agency, since 2008. This takes about a quarter to half of Sean's time.
Employment History
Current Registrations
Boyce & Associates Wealth Consulting, INC.
Previous Registrations
Boyce & Associates Wealth Consulting, INC.
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.