Sean Casullo is a CFP-designated registered investment advisor at Crown Wealth Group LLC, based in Charlotte, NC, 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 248 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Crown Wealth Group charges an annual fee based on the value of your portfolio, ranging from 0.85% to 1.70%. The exact fee is negotiable and will be specified in your advisory agreement.
Location
2108 South Boulevard, Unit 300, Charlotte, NC, 28203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Crown Wealth Group LLC
Previous Registrations
Sanderson Wealth Management, LLC
State Registrations2 states
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