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Sean Ohashi

12 Years of Experience
Las Vegas, NV
BrokerSells Insurance

Sean Ohashi is a registered investment advisor at Mission Financial Group, LLC, based in Las Vegas, NV, with 12 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 4 more. Their firm serves 332 clients with $230M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
332 clients
Average Client Portfolio
$701K average
Assets Under Management
$232.8M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.20%

Maximum annual fee charged for Comprehensive Portfolio Management and Asset Management for Held Away Accounts. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

732 S. 6th St., #4119, Las Vegas, NV, 89101

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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 an insurance agent researching and recommending insurance products, dedicating minimal time to this. He also volunteers as a board member for the Alzheimer's Association and works full-time as an agent for Mission Financial Group LLC, providing financial planning services.

Employment History
Current Registrations
Mission Financial Group, LLC
September 2024 - Present · 1 yr 8 mos
Independent Financial Group, LLCBroker
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Edward Jones
December 2013 - September 2024 · 10 yrs 9 mos
Edward JonesBroker
August 2013 - September 2024 · 11 yrs 1 mo
State Registrations5 states
CAHIILNJWA
AdvisorBrokerBoth

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.