Sean Sevey

About Sean Sevey

Sean Sevey is a seasoned wealth management expert who brings more than two decades of experience, including senior roles at industry-leading firms like Fidelity Investments and Charles Schwab. At Schwab, he served as VP - Financial Consultant and Manager, successfully guiding affluent families and retirees through comprehensive financial planning, strategy development, and personalized investment management. Today, Sean applies this extensive background at Sevey Wealth, a firm uniquely designed to put clients first through a flat-fee, transparent advisory model.Sevey Wealth is purposefully built to challenge traditional wealth management models that often prioritize asset gathering and hidden fees over client interests. Unlike typical advisory firms charging 1% of assets under management, Sean\'s flat annual fee of significantly reduces costs for high-net-worth families. For instance, families with a $10 million portfolio typically pay annually in fees elsewhere, while Sevey Wealth’s transparent flat fee saves them each year—money that stays invested and growing for their benefit.Sean’s fiduciary commitment ensures every recommendation is made solely in the client\'s best interest, free from hidden agendas or commission-driven biases. His firm prioritizes comprehensive, holistic financial planning that goes beyond investment performance, encompassing retirement income strategy, tax optimization, estate planning, charitable giving, and more. By removing conflicts inherent in percentage-based fees, Sean provides objective, unbiased advice tailored specifically to each client\'s unique financial goals and values.Sevey Wealth helps clients:• Preserve your wealth for future generations• Create a confident, tax-smart retirement• Navigate life transitions with clarity and calm• Build a legacy that reflects your valuesClients at Sevey Wealth retain complete control and visibility over their finances, empowered by clear, straightforward communication and transparent pricing. This approach encourages active client engagement, fostering deeper understanding and confidence in every financial decision. Sean’s ultimate goal is to help his clients confidently preserve wealth across generations, navigate major life milestones, and build meaningful legacies.If you’re seeking a wealth management experience built on trust, clarity, and significant cost savings, Sean Sevey and Sevey Wealth offer a uniquely advantageous partnership.Please book a call with me to learn more at https://calendly.com/seveywealth/introduction.

Experience

1. Owner

   Sevey Wealth Advisors

   Nov 2022 — Present · Austin, TX, US

Skills

• Investments
• Asset Allocation
• Mutual Funds
• Finance
• Financial Advisory
• Wealth Management
• Financial Planning
• Investment Strategies
• Retirement Planning
• Management