Sean Wilson
Moraine Wealth Advisory · Calgary, Alberta, Canada
Sean Wilson is a fee-only financial advisor at Moraine Wealth Advisory in Calgary, Alberta, Canada, who holds the CIM and CFP credentials. Sean charges a one-time planning fee and hourly fees (one-time plans from C$3,000 and C$350 an hour) and focuses on retirement planning, physicians & residents and small business owners.
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Specialties
Who they serve
- Physicians
- Founders
- Pre-retirees
- Retirees
Facts
| Firm | Moraine Wealth Advisory |
|---|---|
| Based in | Calgary, Alberta, Canada |
| Fee model | One-time planning fee · Hourly |
| Fees (firm's website) | One-time plans from C$3,000 · C$350 an hour |
| Accepting new clients | Yes |
| Credentials | CIM · CFP |
| Website | www.morainewealth.com |
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Questions about Sean
Is Sean Wilson a fee-only financial advisor?
Yes. Sean Wilson is listed in the Canadian fee-only planners directory (a directory limited to fee-only planners).
How does Sean charge for financial advice?
Sean charges a one-time planning fee and hourly fees.
How much does Sean charge?
According to Moraine Wealth Advisory's website, checked October 28, 2026: one-time plans from C$3,000; C$350 an hour.
Where is Sean Wilson based?
Sean Wilson is based in Calgary, Alberta, Canada.
What does Sean specialize in?
Sean's specialties include retirement planning, physicians & residents and small business owners. Sean works with physicians, founders, pre-retirees and retirees.
What credentials does Sean Wilson hold?
Sean Wilson holds the CIM and CFP credentials.
How do I contact Sean Wilson?
Through Sean's website, www.morainewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Canadian fee-only planners directory : a directory limited to fee-only planners
- Moraine Wealth Advisory website : specialties, clients served, and fees, checked October 28, 2026
- Directory listing last checked April 21, 2026.
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