Sean Morgan is a registered investment advisor at Spelts Wealth Management, INC., based in Chico, CA, with 1 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 209 clients with $92M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Spelts Wealth Management offers investment management through a wrap program. Details on the fees for this program are in Appendix 1 of the brochure. They also offer portfolio monitoring for 0.25% of the assets being monitored, billed quarterly in advance.
Location
901 Bruce Road, Suite 160, Chico, CA, 95928
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sean is an adjunct professor at California State University, Chico since 2005, dedicating about a quarter of his time. He is also a board member at Column National Assoc. and a council member for the City of Chico, CA, spending a few hours per week on each.
Employment History
Current Registrations
Spelts Wealth Management, INC.
Previous Registrations
Spelts Wealth Management, INC
State Registrations1 state
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