Sean M Griffeth

CFP

Dentist Advisors

2 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net WorthBusiness Owners

Dentist Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

750 clients

Average Client Portfolio

$616K average

Assets Under Management

$461.8M

Fee Structure

Financial Planning:Included in AUM fee

Location

6440 S Wasatch Blvd., Suite 215, Salt Lake City, UT, 84121

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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.

Employment History

Current Registrations

Dentist Advisors

March 2025 - Present · 11 mos

Previous Registrations

Learnvest Planning Services, LLC

January 2018 - June 2018 · 5 mos

Elevated Capital Advisors, LLC

January 2016 - September 2017 · 1 yr 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.