Sean Guldi
B&C Financial Advisors · Ponte Vedra Beach, Florida
Sean Guldi is a fee-only financial advisor at B&C Financial Advisors in Ponte Vedra Beach, Florida, who holds the CFP credential. Sean charges a percentage of assets (1.5% a year on the first tier of assets managed) and focuses on retirement planning and small business owners.
Request an introduction to Sean →
Specialties
Who they serve
- Executives
- Retirees
Facts
| Firm | B&C Financial Advisors |
|---|---|
| Based in | Ponte Vedra Beach, Florida |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.5% a year on the first tier of assets managed |
| Assets under management | $626.0M across 1,331 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, TX · CRD 5671586 |
| Exams passed | Series 66 (2009) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.butenskycohen.com |
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 Guldi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sean holds no broker registration, and B&C Financial Advisors 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 a percentage of assets.
How much does Sean charge?
According to B&C Financial Advisors's website, checked October 30, 2026: 1.5% a year on the first tier of assets managed.
Where is Sean Guldi based?
Sean Guldi is based in Ponte Vedra Beach, Florida.
What does Sean specialize in?
Sean's specialties include retirement planning and small business owners. Sean works with executives and retirees.
What credentials does Sean Guldi hold?
Sean Guldi holds the CFP credential.
Is Sean Guldi registered with the SEC?
Yes. Sean Guldi is registered as an investment adviser representative in FL and TX (CRD 5671586), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does B&C Financial Advisors manage?
B&C Financial Advisors reports $626.0M across 1,331 accounts in assets under management.
How do I contact Sean Guldi?
Through Sean's website, www.butenskycohen.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
- B&C Financial Advisors 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.
See something wrong? Request a correction. Read our methodology.