Sean Williams
Sean Williams is a CFP-designated registered investment advisor at Cadence Wealth Partners, LLC, based in Concord, NC, with 11 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 97 clients with $43M 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 $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
845 Church St N, Suite 205, Concord, NC, 28025
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 may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He also owns a non-financial services business making wooden gifts, dedicating a few hours per week to this endeavor.
Employment History
Current Registrations
Cadence Wealth Partners, LLC
Previous Registrations
Instrumental Wealth, LLC
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
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