Sean Dwyer
Overture Wealth Management LLC · Conshohocken, Pennsylvania
Sean Dwyer is a fee-only financial advisor at Overture Wealth Management LLC in Conshohocken, Pennsylvania, who holds the CFP, CFA and EA credentials. Sean charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $7,000 a year and one-time plans from $3,000) and focuses on retirement planning, tax planning and estate & legacy planning.
Request an introduction to Sean →
Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Overture Wealth Management LLC |
|---|---|
| Based in | Conshohocken, Pennsylvania |
| Fee model | Flat fee or retainer · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $7,000 a year · One-time plans from $3,000 |
| Accepting new clients | Not currently |
| Assets under management | $13.9M across 75 accounts |
| Credentials | CFP · CFA · EA |
| SEC registration | Investment adviser representative in PA · CRD 4749853 |
| Exams passed | Series 66 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | overturewm.com |
| Profile |
How Sean's firm compares
- Ongoing planning starts at $7,000 a year, above the Pennsylvania median of $3,600 for fee-only firms that publish prices.
- A one-time plan starts at $3,000, above the Pennsylvania median of $1,695 for fee-only firms that publish prices.
- Overture Wealth Management LLC's average account is about $185,000, from its Form ADV (assets managed divided by 75 accounts).
Request an introduction to Sean
Tell Sean a little about what you're looking for. Sean isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Sean
Is Sean Dwyer a fee-only financial advisor?
Yes. Sean Dwyer is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Sean's firm.
How does Sean charge for financial advice?
Sean charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee.
How much does Sean charge?
According to Overture Wealth Management LLC's website, checked October 28, 2026: ongoing planning from $7,000 a year; one-time plans from $3,000.
Where is Sean Dwyer based?
Sean Dwyer is based in Conshohocken, Pennsylvania.
What does Sean specialize in?
Sean's specialties include retirement planning, tax planning, estate & legacy planning and flat-fee planning. Sean works with retirees and pre-retirees.
What credentials does Sean Dwyer hold?
Sean Dwyer holds the CFP, CFA and EA credentials.
Is Sean Dwyer registered with the SEC?
Yes. Sean Dwyer is registered as an investment adviser representative in PA (CRD 4749853), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Overture Wealth Management LLC manage?
Overture Wealth Management LLC reports $13.9M across 75 accounts in assets under management.
How do I contact Sean Dwyer?
Through Sean's website, overturewm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Overture Wealth Management LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.