Sean Mullaney is a registered investment advisor at Mullaney Financial & Tax, INC., based in Woodland Hills, CA, 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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 33 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Detailed Financial Plan and Recommendations: $7,000 for new clients, includes a comprehensive evaluation of your current and future financial state.
- Revised Detailed Financial Plan and Recommendations: $5,250 for previous clients, includes a revised financial plan.
- Hourly Extension of Detailed Financial Plan and Recommendations or Revised Detailed Financial Plan and Recommendations: $480 per hour, billed in quarter-hour increments.
- Fourth Quarter Tax Planning: $2,200 for previous clients, includes year-end tax planning recommendations.
- 72(t) Payment Plan Engagement: $2,500 for previous clients, includes recommendations regarding substantially equal periodic payments.
Location
Woodland Hills, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sean self-published a book in 2022 and is drafting another, dedicating minimal time to these activities and related opportunities. He also has a YouTube channel discussing tax and financial topics, generating revenue through advertisements, and spends a few hours per week on it.
Employment History
Current Registrations
Mullaney Financial & Tax, INC.
State Registrations2 states
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