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 22 years inside Fidelity and Schwab, 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. Advisors who recommended annuities — not because the client needed them, but because the product paid a commission.
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.
Sean Sevey
ChFC® RICP® Fiduciary Flat-fee Austin, TX
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.
$3M × 0.78% AUM = $23,400/yr · Sevey Wealth flat fee = $10,000/yr · You keep $13,400
$13,400 / year
The trips you've earned
A week in Italy every year. A family cruise. Two business-class seats to anywhere. The travel retirement was always supposed to include.
$13,400 / year
Your grandchildren's future
A full year at an in-state public university — paid in full, every year. Or set it aside for a few years and make a real dent in private school tuition. A head start they'll never forget.
$13,400 / year
The life you pictured
The kitchen renovation. A new car every few years. Finally saying yes to the things you kept putting off while you were building this.
That's $13,400 a year. Every year. Yours — not your advisor's.
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
Sound like the right fit?
See who we typically work with — and what makes the relationship work well.
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.
