Sean Sevey
Sevey Wealth Advisors · Austin, Texas
Sean Sevey is a fee-only financial advisor at Sevey Wealth Advisors in Austin, Texas. Sean charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $10,000 a year) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Divorced individuals
- Multi-generational families
- Mid-life transitions
Facts
| Firm | Sevey Wealth Advisors |
|---|---|
| Based in | Austin, Texas |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $10,000 a year |
| Accepting new clients | Yes |
| Assets under management | $847K across 3 accounts |
| SEC registration | Investment adviser representative in TX · CRD 4248369 |
| Exams passed | Series 63 (2000) · Series 66 (2002) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | seveywealth.com |
| Profile |
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Questions about Sean
Is Sean Sevey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sean holds no broker registration, and Sevey Wealth Advisors 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 an ongoing planning fee.
How much does Sean charge?
According to Sevey Wealth Advisors's website, checked October 30, 2026: ongoing planning from $10,000 a year.
Where is Sean Sevey based?
Sean Sevey is based in Austin, Texas.
What does Sean specialize in?
Sean's specialties include retirement planning, tax planning, estate & legacy planning, divorce financial planning, family wealth transfer and flat-fee planning. Sean works with retirees, pre-retirees, divorced individuals, multi-generational families and mid-life transitions.
Is Sean Sevey registered with the SEC?
Yes. Sean Sevey is registered as an investment adviser representative in TX (CRD 4248369), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Sevey Wealth Advisors manage?
Sevey Wealth Advisors reports $847K across 3 accounts in assets under management.
How do I contact Sean Sevey?
Through Sean's website, seveywealth.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
- Sevey Wealth Advisors 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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