Sean Kelleher
Riverchase Wealth Management · Flower Mound, Texas
Sean Kelleher is a fee-only financial advisor at Riverchase Wealth Management in Flower Mound, Texas, who holds the CFP credential. Sean focuses on retirement planning, tax planning and estate & legacy planning. Riverchase Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Executives
- High earners
- Founders
Facts
| Firm | Riverchase Wealth Management |
|---|---|
| Based in | Flower Mound, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $251.5M across 572 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 2922697 |
| Exams passed | Series 63 (1997) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.riverchasewealth.com |
| Profile |
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Questions about Sean
Is Sean Kelleher a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sean holds no broker registration, and Riverchase Wealth Management 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, Riverchase Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Sean charge?
According to Riverchase Wealth Management's website, checked October 30, 2026: a $1,000,000 asset minimum.
Does Sean work with clients virtually?
Yes. Riverchase Wealth Management says on its website that it works with clients remotely.
Where is Sean Kelleher based?
Sean Kelleher is based in Flower Mound, Texas.
What does Sean specialize in?
Sean's specialties include retirement planning, tax planning, estate & legacy planning, equity compensation and small business owners. Sean works with retirees, pre-retirees, executives, high earners and founders.
What credentials does Sean Kelleher hold?
Sean Kelleher holds the CFP credential.
Is Sean Kelleher registered with the SEC?
Yes. Sean Kelleher is registered as an investment adviser representative in TX (CRD 2922697), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Riverchase Wealth Management manage?
Riverchase Wealth Management reports $251.5M across 572 accounts in assets under management.
How do I contact Sean Kelleher?
Through Sean's website, www.riverchasewealth.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
- Riverchase Wealth Management 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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