Sean McGuire
McGuire Wealth Management · Wakefield, Rhode Island
Sean McGuire is a fee-only financial advisor at McGuire Wealth Management in Wakefield, Rhode Island. Sean charges a percentage of assets.
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Facts
| Firm | McGuire Wealth Management |
|---|---|
| Based in | Wakefield, Rhode Island |
| Fee model | Percentage of assets |
| Assets under management | $1.06B across 839 accounts |
| SEC registration | Investment adviser representative in RI · CRD 5636671 |
| Exams passed | Series 66 (2009) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.mcguirewealth.com |
| Profile |
How Sean's firm compares
- McGuire Wealth Management's average account is about $1.3 million, from its Form ADV (assets managed divided by 839 accounts).
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Questions about Sean
Is Sean McGuire a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sean holds no broker registration, and McGuire 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 charges a percentage of assets.
Where is Sean McGuire based?
Sean McGuire is based in Wakefield, Rhode Island.
Is Sean McGuire registered with the SEC?
Yes. Sean McGuire is registered as an investment adviser representative in RI (CRD 5636671), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does McGuire Wealth Management manage?
McGuire Wealth Management reports $1.06B across 839 accounts in assets under management.
How do I contact Sean McGuire?
Through Sean's website, www.mcguirewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Wakefield
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
- McGuire 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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