Sean Hilliard is a CFP-designated registered investment advisor at Rivertree Wealth, based in Wake Forest, NC, with 7 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 167 clients with $140M 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 $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Location
Wake Forest, NC
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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 →Employment History
Current Registrations
Rivertree Wealth
Previous Registrations
Empower Financial Services, INC.Broker
Empower Advisory Group, LLC
Personal Capital Advisors Corporation
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
State Registrations2 states
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