Sean Meunier
Holden Family Office · North Palm Beach, Florida
Sean Meunier is a fee-only financial advisor at Holden Family Office in North Palm Beach, Florida. Sean focuses on equity compensation, founders (pre-exit) and family wealth transfer. Holden Family Office reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Multi-generational families
Facts
| Firm | Holden Family Office |
|---|---|
| Based in | North Palm Beach, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $39.9M across 135 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7674980 |
| Exams passed | Series 65 (2021) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.holdenfamilyoffices.com |
| Profile |
How Sean's firm compares
- Holden Family Office's average account is about $296,000, from its Form ADV (assets managed divided by 135 accounts).
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Questions about Sean
Is Sean Meunier a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sean holds no broker registration, and Holden Family Office 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, Holden Family Office, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Sean Meunier based?
Sean Meunier is based in North Palm Beach, Florida.
What does Sean specialize in?
Sean's specialties include equity compensation, founders (pre-exit), family wealth transfer and estate & legacy planning. Sean works with founders, executives and multi-generational families.
Is Sean Meunier registered with the SEC?
Yes. Sean Meunier is registered as an investment adviser representative in TX (CRD 7674980), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Holden Family Office manage?
Holden Family Office reports $39.9M across 135 accounts in assets under management.
How do I contact Sean Meunier?
Through Sean's website, www.holdenfamilyoffices.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
- Holden Family Office 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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