Sean Lennox is a CFP, ChFC-designated registered investment advisor at Hb Wealth, based in Atlanta, GA, with 10 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 5,230 clients with $26B 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% |
| $5.0M - $10.0M | 0.63% |
| $10M+ | 0.50% |
Fees are negotiable. Legacy clients may pay different rates.
Fee Estimator
Location
3550 Lenox Road NE, Suite 2700, Atlanta, GA, 30326
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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 100% owner and contractor for athletic game operations since 2015. This non-financial services business takes a few hours per week, none of which occur during trading hours.
Employment History
Current Registrations
Hb Wealth
Previous Registrations
Antares Wealth
Oakbridge Partners, LTD.
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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