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Advisor

Sean George

Elderrock Financial · Everett, Washington

Sean George is a fee-only financial advisor at Elderrock Financial in Everett, Washington. Sean charges hourly fees and a percentage of assets.

HourlyPercentage of assets Fee-only

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Facts

FirmElderrock Financial
Based in Everett, Washington
Fee modelHourly · Percentage of assets
Accepting new clientsYes
Assets under management$32.6M across 70 accounts
SEC registration Investment adviser representative in WA · CRD 6335785
Exams passedSeries 66 (2014)
Firm size1 employee
Disclosures None reported
Websiteelderrock.com

How Sean's firm compares

  • Elderrock Financial's average account is about $465,000, from its Form ADV (assets managed divided by 70 accounts).

What fee-only advisors charge in Washington

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Questions about Sean

Is Sean George a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Sean holds no broker registration, and Elderrock 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 charges hourly fees and a percentage of assets.

Where is Sean George based?

Sean George is based in Everett, Washington.

Is Sean George registered with the SEC?

Yes. Sean George is registered as an investment adviser representative in WA (CRD 6335785), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Elderrock Financial manage?

Elderrock Financial reports $32.6M across 70 accounts in assets under management.

How do I contact Sean George?

Through Sean's website, elderrock.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
  • Elderrock Financial 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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