Byron Ison
Byron Ison is a registered investment advisor at Sequent Planning, LLC, based in Wesley Chapel, FL, with 1 years of industry experience. Byron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 6,015 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Sequent Planning sets an annual fee cap of 1.75%. Individual investment adviser representatives have discretion to set fees within this limit, and fees are negotiable.
Fee Estimator
Location
28210 Paseo Drive, Office 222, Suite 190, Wesley Chapel, FL, 33545
Get directionsHistory
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
Byron is the Owner/Managing Partner of Protective Financial Group and Retirement Together Insurance, providing insurance services since 2012. This activity takes nearly all of Byron's time.
Employment History
Current Registrations
Sequent Planning, LLC
Previous Registrations
Optivise Advisory Services LLC
First Advisors National, 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.
Exams
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