Sean Ealy
Welch Investment Group · Grants Pass, Oregon
Sean Ealy is a fee-only financial advisor at Welch Investment Group in Grants Pass, Oregon, who holds the CFA credential. Welch Investment Group reports charging a percentage of assets on its Form ADV.
Request an introduction to Sean →
Facts
| Firm | Welch Investment Group |
|---|---|
| Based in | Grants Pass, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $263.8M across 973 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, OR, TX · CRD 5643650 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.welchig.com |
How Sean's firm compares
- Welch Investment Group's average account is about $271,000, from its Form ADV (assets managed divided by 973 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 Ealy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sean holds no broker registration, and Welch Investment Group 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's firm, Welch Investment Group, reports charging a percentage of assets on its SEC Form ADV.
Where is Sean Ealy based?
Sean Ealy is based in Grants Pass, Oregon.
What credentials does Sean Ealy hold?
Sean Ealy holds the CFA credential.
Is Sean Ealy registered with the SEC?
Yes. Sean Ealy is registered as an investment adviser representative in CA, OR and TX (CRD 5643650), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Welch Investment Group manage?
Welch Investment Group reports $263.8M across 973 accounts in assets under management.
How do I contact Sean Ealy?
Through Sean's website, www.welchig.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
- 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.
See something wrong? Request a correction. Read our methodology.