Sean McNally
Traveka Wealth · Los Altos, California
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.
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Facts
| Firm | Traveka Wealth |
|---|---|
| Based in | Los Altos, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $730.8M across 798 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 7040315 |
| Exams passed | Series 66 (2019) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.travekawealth.com |
How Sean's firm compares
- Traveka Wealth's average account is about $916,000, from its Form ADV (assets managed divided by 798 accounts).
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Questions about Sean
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Los Altos
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
- 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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