# Sean McElhaney

> Sean McElhaney is a fee-only financial advisor at Family Office Research in Bethesda, Maryland, who holds the CFP credential. Sean focuses on estate & legacy planning and family wealth transfer. Family Office Research reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/sean-mcelhaney/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Family Office Research
- **Based in:** Bethesda, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $648.2M across 136 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Family wealth transfer
- **CRD:** 5312383 (https://adviserinfo.sec.gov/individual/summary/5312383)
- **SEC registration:** Investment adviser representative in MD
- **Exams passed:** Series 66 (2013)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.familyofficeresearch.com

## Frequently asked questions

### Is Sean McElhaney a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Sean holds no broker registration, and Family Office Research 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, Family Office Research, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Sean McElhaney based?

Sean McElhaney is based in Bethesda, Maryland.

### What does Sean specialize in?

Sean's specialties include estate & legacy planning and family wealth transfer.

### What credentials does Sean McElhaney hold?

Sean McElhaney holds the CFP credential.

### Is Sean McElhaney registered with the SEC?

Yes. Sean McElhaney is registered as an investment adviser representative in MD (CRD 5312383), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Family Office Research manage?

Family Office Research reports $648.2M across 136 accounts in assets under management.

### How do I contact Sean McElhaney?

Through Sean's website, www.familyofficeresearch.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5312383): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.familyofficeresearch.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.