Kevin Schmutz is a registered investment advisor at Sheehan Financial Advisors, LLC, based in Brightwaters, NY, with 4 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning. Their firm serves 74 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Sheehan Financial Advisors does not directly manage investments. Instead, they refer clients to third-party investment advisors. These advisors generally charge fees that are payable quarterly, in advance, based on the value of your portfolio. The specific fees and how they're calculated are detailed in the third-party advisor's brochure. Sheehan Financial Advisors receives a portion of the fees you pay to these third-party advisors as a referral fee.
Location
165 Orinoco Drive, Brightwaters, NY, 11718-1304
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin is a partner and 25% owner in Sheehan & Company, CPA, PC, dedicating nearly full-time hours to providing accounting, auditing, and tax services. He also owns 25% of 165 Orinoco Drive LLC, which owns the building where his businesses are located, and is a 25% member of Sheehan Financial Advisors, LLC, spending a few hours per week on financial planning services and referrals.
Employment History
Current Registrations
Sheehan Financial Advisors, LLC
State Registrations1 state
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.