Stop Overpaying for Financial Advice
$10,000 a Year. Any Portfolio Size.
Comprehensive Retirement Planning for Texas Families.
Most advisors charge a percentage of your portfolio — the more you have, the more you pay. We charge a flat $10,000 per year whether your portfolio is $2 million or $20 million. Same planning. Same service. A fraction of the cost.
Why Choose Sevey Wealth?
We work with successful Texas families — typically with $2 million to $20 million in wealth — who have outgrown generic advice and one-size-fits-all portfolios.
Our clients are professionals, business owners, and retirees who want a real plan connecting their taxes, investments, retirement income, and estate — not a cookie-cutter strategy built for someone else's average.
You might be a good fit if you're:
Approaching retirement and want a stress-tested income plan
Paying 1%+ in AUM fees and wondering if there’s a better model
Navigating a major transition — a business sale, divorce, inheritance, or sudden liquidity event
A longtime DIY investor whose complexity has outgrown the spreadsheet
Whatever brought you here, the question is the same: Is your wealth working as hard as you did to build it?
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
Every client pays $10,000 per year. Period.
It doesn’t matter whether your portfolio is $2 million or $20 million. Our fee is the same. Here’s what that means in real dollars:
• A $3M portfolio at a typical 1% AUM fee = $30,000/year. With us: $10,000. You save $20,000 every year.
• A $5M portfolio at 0.85% AUM = $42,500/year. With us: $10,000. You save $32,500 every year.
Over a 20-year retirement, the difference is $200,000 to $500,000+ that stays in YOUR portfolio.
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.
A Winning Formula
Our Insights
