Sean Flynn
Planvest Financial · Gaithersburg, Maryland
Sean Flynn is a fee-only financial advisor at Planvest Financial in Gaithersburg, Maryland, who holds the CFP and CFA credentials. Planvest Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Planvest Financial |
|---|---|
| Based in | Gaithersburg, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $175.9M across 553 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in MD · CRD 4198633 |
| Exams passed | Series 63 (2001) · Series 65 (2003) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | planvestfinancial.com |
How Sean's firm compares
- Planvest Financial's average account is about $318,000, from its Form ADV (assets managed divided by 553 accounts).
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Questions about Sean
Is Sean Flynn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sean holds no broker registration, and Planvest Financial 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, Planvest Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Sean Flynn based?
Sean Flynn is based in Gaithersburg, Maryland.
What credentials does Sean Flynn hold?
Sean Flynn holds the CFP and CFA credentials.
Is Sean Flynn registered with the SEC?
Yes. Sean Flynn is registered as an investment adviser representative in MD (CRD 4198633), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Planvest Financial manage?
Planvest Financial reports $175.9M across 553 accounts in assets under management.
How do I contact Sean Flynn?
Through Sean's website, planvestfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Gaithersburg
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.
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