# Sean McNally

> Sean McNally is a fee-only financial advisor at Traveka Wealth in Los Altos, California, who holds the CFP credential. Traveka Wealth reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/sean-mcnally/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Traveka Wealth
- **Based in:** Los Altos, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $730.8M across 798 accounts
- **Credentials:** CFP
- **CRD:** 7040315 (https://adviserinfo.sec.gov/individual/summary/7040315)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 66 (2019)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.travekawealth.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Sean holds no broker registration, and Traveka 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's firm, Traveka Wealth, reports charging a percentage of assets on its SEC Form ADV.

### Where is Sean McNally based?

Sean McNally is based in Los Altos, California.

### What credentials does Sean McNally hold?

Sean McNally holds the CFP credential.

### Is Sean McNally registered with the SEC?

Yes. Sean McNally is registered as an investment adviser representative in CA and TX (CRD 7040315), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Traveka Wealth manage?

Traveka Wealth reports $730.8M across 798 accounts in assets under management.

### How do I contact Sean McNally?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7040315): 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

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