Sean George is a registered investment advisor at Elderrock Financial LLC, based in Everett, WA, 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 Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning. Their firm serves 73 clients with $27M 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 $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees are negotiable. For accounts managed through Betterment, Betterment retains up to 50 bps and pays the remainder of the fee to Elderrock.
Fee Estimator
Location
1812 Hewitt Ave. STE 212, Everett, WA, 98201
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 member of the Rotary Club of Everett and the Sound Business Leaders chapter of Business Network International, dedicating minimal time to each. He also serves as Secretary for the Everett Rotary Youth Foundation Trustees, spending minimal time on this role as well.
Employment History
Current Registrations
Elderrock Financial LLC
Previous Registrations
Berknell Financial Group, LLC
Berknell Financial Group, LLC
Morgan Stanley
Morgan StanleyBroker
Edward Jones
Edward JonesBroker
State Registrations2 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.