Stop Overpaying for Financial Advice
$10,000 a Year. Any Portfolio Size.
Most advisors charge a percentage and plug you into a model. We charge a flat fee and build around your life.
Serving retirees and near-retirees in Austin, TX.
WHY I STARTED SEVEY WEALTH
I Left the Traditional Model to Build Something Better
From my side of the desk, a client with $2 million and a client with $5 million require the same work. The planning isn't more complex. The service isn't better. But the fee is double. Why? Because they can.
After 25 years at Schwab and Fidelity, I watched this play out over and over. Clients paying $30,000, $40,000, $50,000 a year — often without realizing it.
Portfolios built from the same model allocations regardless of the client's actual situation. Advisors who hesitated to recommend paying off a mortgage or gifting money to grandchildren because every dollar that left the portfolio reduced their fee.
The advice wasn't wrong because the advisors were bad people. It was wrong because the business model made it that way.
I built Sevey Wealth to do it differently. Flat fee. Custom portfolio. Advice that doesn't change based on your balance.
What Is Your Advisor's Fee Actually Costing You?
Select your portfolio size to see what you'd keep every year — and what that money could mean for your retirement.
The trips you've earned
Your grandchildren's future
The life you pictured
What would you do with it?
Most Advisors Plug You Into a Model. We Build Around You.
There's a difference between managing investments and managing your life. Most advisors only do one.
The traditional approach
Model Portfolio
The Sevey Wealth approach
Goals-Based Portfolio
Retirement Insights — Straight Talk, No Sales Pitch
Market updates, tax strategies, and retirement planning ideas published regularly. No product recommendations. No agenda. Just information that helps you make better decisions.
