Sean Smith
Accredited Investors Wealth Management · Edina, Minnesota
Sean Smith is a fee-only financial advisor at Accredited Investors Wealth Management in Edina, Minnesota, who holds the CFA credential. Accredited Investors Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Accredited Investors Wealth Management |
|---|---|
| Based in | Edina, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $4.41B across 5,077 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MN · CRD 4231694 |
| Exams passed | Series 66 (2003) |
| Firm size | 53 employees |
| Disclosures | None reported |
| Website | www.accredited.com |
How Sean's firm compares
- Accredited Investors Wealth Management's average account is about $869,000, from its Form ADV (assets managed divided by 5,077 accounts).
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Questions about Sean
Is Sean Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sean holds no broker registration, and Accredited Investors Wealth Management 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, Accredited Investors Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Sean Smith based?
Sean Smith is based in Edina, Minnesota.
What credentials does Sean Smith hold?
Sean Smith holds the CFA credential.
Is Sean Smith registered with the SEC?
Yes. Sean Smith is registered as an investment adviser representative in MN (CRD 4231694), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Accredited Investors Wealth Management manage?
Accredited Investors Wealth Management reports $4.41B across 5,077 accounts in assets under management.
How do I contact Sean Smith?
Through Sean's website, www.accredited.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Edina
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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