Sean Babin
Babin Wealth Management · Scottsdale, Arizona
Sean Babin is a fee-only financial advisor at Babin Wealth Management in Scottsdale, Arizona, who holds the CFP credential. Sean charges an ongoing planning fee and a one-time planning fee (a $250,000 asset minimum) and focuses on equity compensation, tax planning and retirement planning.
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Specialties
Who they serve
- High earners
- Executives
Facts
| Firm | Babin Wealth Management |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model | Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | A $250,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $28.6M across 224 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, CA, TX · CRD 6020123 |
| Exams passed | Series 66 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.babinwealth.com |
| Profile |
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Questions about Sean
Is Sean Babin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sean holds no broker registration, and Babin Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sean charge for financial advice?
Sean charges an ongoing planning fee and a one-time planning fee.
How much does Sean charge?
According to Babin Wealth Management's website, checked October 30, 2026: a $250,000 asset minimum.
Where is Sean Babin based?
Sean Babin is based in Scottsdale, Arizona.
What does Sean specialize in?
Sean's specialties include equity compensation, tax planning and retirement planning. Sean works with high earners and executives.
What credentials does Sean Babin hold?
Sean Babin holds the CFP credential.
Is Sean Babin registered with the SEC?
Yes. Sean Babin is registered as an investment adviser representative in AZ, CA and TX (CRD 6020123), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Babin Wealth Management manage?
Babin Wealth Management reports $28.6M across 224 accounts in assets under management.
How do I contact Sean Babin?
Through Sean's website, www.babinwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Babin Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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