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Seth Deaver

6 Years of Experience
Jenks, OK

Seth Deaver is a registered investment advisor at Netadvizor Wealth LLC, based in Jenks, OK, with 6 years of industry experience. Seth 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 5 more. Their firm serves 139 clients with $40M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
139 clients
Average Client Portfolio
$291K average
Assets Under Management
$40.4M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.84%
$2.0M - $3.0M0.74%
$3M+0.65%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Netadvizor Wealth LLC
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Selective Wealth Management, INC.
August 2021 - November 2024 · 3 yrs 3 mos
Raymond James Financial Services Advisors, INC
February 2020 - August 2021 · 1 yr 6 mos
Raymond James Financial Services, INC.Broker
November 2019 - August 2021 · 1 yr 9 mos
State Registrations2 states
OKVA
Advisor

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.
Seth Deaver - Financial Advisor | TrueAdvisor