Sean Stevenson
Sean Stevenson is a CFP-designated registered investment advisor at Peak Financial Planning, based in McDonald, PA, with 4 years of industry experience. Sean 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 82 clients with $93M 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 | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Accounts under $1,000,000 are subject to a minimum annual fee of $10,000. Fees are negotiable and billed monthly in arrears.
Fee Estimator
Location
McDonald, PA
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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 ActivitiesSells Insurance
Sean is a licensed insurance agent with Confluence Financial Partners, offering insurance and annuity products as well as property and casualty insurance.
Employment History
Current Registrations
Peak Financial Planning
Previous Registrations
Confluence Financial Partners
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.