Flat Fee Wealth Management Personalized for You

Better than traditional wealth management. Better for your future.

Why Choose Sevey Wealth?

At Sevey Wealth Advisors, we reject the traditional "black box" approach to financial services. We believe in clarity, transparency, and putting you first. You deserve a fiduciary who acts in your best interest, complete transparency, personalized strategies, upfront fee clarity, and the ultimate decision-making power over your financial future.

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Percentage Fees Take More of Your Money Over Time. Flat Fees Never Will.

Traditional Advisors Use “Percentage” Fees

Most advisors charge a percentage fee on the assets they manage for you (AUM). At first, it may seem small, but over time, two things happen:

As your wealth grows, their fee grows exponentially through compounding.
This ongoing fee significantly reduces your investment returns.

The result being more of your money goes to them.

Sevey Wealth Uses Flat Fees

At Sevey Wealth, we take a different approach. We charge a flat fee that stays the same, no matter how much your wealth grows. Unlike percentage-based fees, a flat fee doesn’t increase over time.

The result being more of your money stays with you.

The Long-Term Impact Is Substantial

Many traditional advisors avoid talking about percentage-based fees and their effect over time. Take a closer look at how percentage fees on your AUM compare to a flat fee model.

The difference in what you keep over the years is clear—and it’s in your favor with Sevey Wealth.

Flat Fees Reinforce the Commitment to Act as a True Fiduciary

A flat fee structure ensures advice is always objective, transparent, and focused solely on what’s best for the client. This model eliminates conflicts of interest tied to portfolio size or product sales, and prioritizes client needs over compensation.