Sean Maloon
California Financial Advisors · San Ramon, California
Sean Maloon is a fee-only financial advisor at California Financial Advisors in San Ramon, California. Sean charges a percentage of assets and an ongoing planning fee (1.2% a year on the first tier of assets managed and a $100,000 asset minimum) and focuses on retirement planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | California Financial Advisors |
|---|---|
| Based in | San Ramon, California |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | 1.2% a year on the first tier of assets managed · A $100,000 asset minimum |
| Assets under management | $2.26B across 3,547 accounts |
| SEC registration | Investment adviser representative in CA · CRD 8070135 |
| Exams passed | Series 65 (2025) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.calfinad.com |
How Sean's firm compares
- California Financial Advisors's average account is about $638,000, from its Form ADV (assets managed divided by 3,547 accounts).
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Questions about Sean
Is Sean Maloon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sean holds no broker registration, and California 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 and an ongoing planning fee.
How much does Sean charge?
According to California Financial Advisors's website, checked October 30, 2026: 1.2% a year on the first tier of assets managed; a $100,000 asset minimum.
Where is Sean Maloon based?
Sean Maloon is based in San Ramon, California.
What does Sean specialize in?
Sean's specialties include retirement planning. Sean works with retirees and pre-retirees.
Is Sean Maloon registered with the SEC?
Yes. Sean Maloon is registered as an investment adviser representative in CA (CRD 8070135), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does California Financial Advisors manage?
California Financial Advisors reports $2.26B across 3,547 accounts in assets under management.
How do I contact Sean Maloon?
Through Sean's website, www.calfinad.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
- California 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.
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