Sean Alford is a CFP-designated registered investment advisor at Quotient Wealth Partners, LLC, based in Coppell, TX, with 13 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, Business Owners, Charitable Giving, Education Planning, and 6 more. Their firm serves 2,251 clients with $4.6B 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable based on factors such as account size, anticipated future assets, and composition.
Fee Estimator
Location
735 Plaza Blvd., 100, Coppell, TX, 75019
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 a registered investment advisor with CFO4LIFE Group, LLC, dedicating nearly full-time hours to this role. He is also a registered representative with Ausdal Financial Partners, Inc., spending about 10-20% of his time in this position.
Employment History
Current Registrations
Quotient Wealth Partners, LLC
Cfo4life
Previous Registrations
Ausdal Financial Partners, INC.Broker
Guidestone Advisors
Guidestone Financial ServicesBroker
MML Investors Services, LLCBroker
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.
Exams
More Advisors
- Patrick Thuemmel, CFPSamalin Wealth
- Ahmed Lakhani, CFPEdward Jones
- Colton Shields, CFPGeneos Wealth Management, INC.
- James Gonzales, CFPWpwealth LLP
- John Peterson, CFPAdvisor Resource Council
- Ashley Stephenson, CFPParallel Advisors, LLC