Sean Mullaney
Mullaney Financial & Tax · Woodland Hills, California
Sean Mullaney is a fee-only financial advisor at Mullaney Financial & Tax in Woodland Hills, California. Sean charges a flat fee or retainer and a one-time planning fee (one-time plans from $7,800) and focuses on tax planning, retirement planning and estate & legacy planning.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Mullaney Financial & Tax |
|---|---|
| Based in | Woodland Hills, California |
| Fee model | Flat fee or retainer · One-time planning fee |
| Fees (firm's website) | One-time plans from $7,800 |
| Accepting new clients | Yes |
| SEC registration | Investment adviser representative in CA, TX · CRD 7050416 |
| Exams passed | Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.mullaneyfinancial.com |
| Profile |
How Sean's firm compares
- A one-time plan starts at $7,800, above the California median of $2,500 for fee-only firms that publish prices.
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Questions about Sean
Is Sean Mullaney a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sean holds no broker registration, and Mullaney Financial & Tax 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 flat fee or retainer and a one-time planning fee.
How much does Sean charge?
According to Mullaney Financial & Tax's website, checked October 30, 2026: one-time plans from $7,800.
Where is Sean Mullaney based?
Sean Mullaney is based in Woodland Hills, California.
What does Sean specialize in?
Sean's specialties include tax planning, retirement planning and estate & legacy planning. Sean works with pre-retirees and retirees.
Is Sean Mullaney registered with the SEC?
Yes. Sean Mullaney is registered as an investment adviser representative in CA and TX (CRD 7050416), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Sean Mullaney?
Through Sean's website, www.mullaneyfinancial.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
- Mullaney Financial & Tax 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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