Sean Mahoney
Sean Mahoney is a CFP-designated registered investment advisor at Avantax Planning Partners, INC., based in Lafayette, LA, with 15 years of industry experience. Sean is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 8,370 clients with $7.6B 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees are negotiable. Maximum annual management fee is 2.5%.
Fee Estimator
Location
2000 Kaliste Saloom Rd Ste 300, Lafayette, LA, 70508
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 is a financial advisor at Darnall Sikes Wealth Partners LLC, dedicating nearly full-time hours to this role. He also serves as Treasurer for Beaver Club of Lafayette, manages rental property through Oak Crest Capital Partners, reviews fixed index annuities, and works as an insurance agent for Avantax Insurance Agency/Services.
Employment History
Current Registrations
Avantax Planning Partners, INC.
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
1st Global Advisors INC
1st Global Capital CORP.Broker
Chase Investment Services CORP.Broker
State Registrations17 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
- Michael Domingue, CFPAvantax Planning Partners, INC.
- Adam Curry, CFPAvantax Planning Partners, INC.
- Kyle Champagne, CFPAmeriprise Financial Services, LLC
- Jonathan Booth, CFABooth-Laird Capital Management, LLC
- Rhett Hackett, CFP, ChFCEdward Jones
- Ceata Hackett, CFPEdward Jones