Sean Hilliard
Rivertree Wealth · Wake Forest, North Carolina
Sean Hilliard is a fee-only financial advisor at Rivertree Wealth in Wake Forest, North Carolina, who holds the CFP credential. Sean charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Rivertree Wealth |
|---|---|
| Based in | Wake Forest, North Carolina |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $143.1M across 671 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC, TX · CRD 6788400 |
| Exams passed | Series 63 (2023) · Series 66 (2017) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.rivertreewealth.com |
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Questions about Sean
Is Sean Hilliard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sean holds no broker registration, and Rivertree Wealth 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 Rivertree Wealth's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Does Sean work with clients virtually?
Yes. Rivertree Wealth says on its website that it works with clients remotely.
Where is Sean Hilliard based?
Sean Hilliard is based in Wake Forest, North Carolina.
What does Sean specialize in?
Sean's specialties include retirement planning, tax planning and estate & legacy planning. Sean works with pre-retirees.
What credentials does Sean Hilliard hold?
Sean Hilliard holds the CFP credential.
Is Sean Hilliard registered with the SEC?
Yes. Sean Hilliard is registered as an investment adviser representative in NC and TX (CRD 6788400), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rivertree Wealth manage?
Rivertree Wealth reports $143.1M across 671 accounts in assets under management.
How do I contact Sean Hilliard?
Through Sean's website, www.rivertreewealth.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
- Rivertree Wealth 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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