Hi, I'm Sean Sevey – Your Fiduciary Financial Advisor in Austin, Texas
After 20+ years between Schwab and Fidelity, I built Sevey Wealth Advisors to do things differently: flat fees, custom portfolios, and advice that's always in your best interest.
WHY I STARTED SEVEY WEALTH
I Left the Traditional Model to Build Something Better
After more than 20 years between Schwab and Fidelity, I saw the same problems holding clients back: product sales goals that influenced recommendations, outdated percentage-based fee models that compounded costs, and cookie-cutter portfolios that ignored individual needs.
I wanted to build a practice where I could serve clients the way they deserve:
• Free from product sales goals. No one tapping me on the shoulder about the next "great product." No commissions influencing my advice.
• Free from outdated fee models. No percentage-based fees that grow as your wealth grows—just a transparent $10,000 annual flat fee.
• Free to act as a true fiduciary. Every recommendation I make is legally and ethically required to be in your best interest, not mine.
That's why I founded Sevey Wealth Advisors: to finally do wealth management the right way.
Every client deserves their own portfolio, not a generic model.
I don't believe in one-size-fits-all. Your portfolio should reflect your goals, your risk tolerance, your values, and your timeline—not someone else's template.
Planning should be holistic, not just about investments.
Real wealth management goes beyond picking stocks and bonds. It includes:
• Proactive tax planning (Roth conversions, tax-loss harvesting, bracket management)
• Charitable giving strategies (donor-advised funds, qualified charitable distributions)
• Retirement income planning (Social Security optimization, withdrawal sequencing, RMD strategies)
• Risk management (volatility planning, cash flow protection, crisis scenarios)
Situational awareness matters in investing.
Markets aren't static, and your portfolio shouldn't be either. There are times to be risk-on and times to take risk off. I actively manage based on what's happening in the world, not what a model says should happen.
Volatility is the price of admission—but you need a plan for it.
Every client deserves a proactive plan for when things go wrong. Because eventually, they will. That's why I build portfolios with your "sleep-at-night" factor in mind and create withdrawal strategies that weather market storms.
No commissions. No sales goals. Just customized advice.
I answer to one person: you. Not a sales manager, not a product team, not a home office. Just you and your financial goals.
Qualifications
Chartered Financial Consultant (ChFC®): Advanced designation in financial planning, insurance, income taxation, and retirement planning.
Retirement Income Certified Professional® (RICP®): Specialized expertise in retirement income planning, Social Security optimization, and sustainable withdrawal strategies.
25+ Years of Experience: Over two decades of experience at leading financial institutions (Charles Schwab and Fidelity Investments), working with clients ranging from early-career professionals to high-net-worth retirees.
Registered Investment Advisor (RIA): As a fiduciary, I am legally and ethically required to act in your best interest at all times.