Sevey Wealth Advisors
Current fee-only adviser offering comprehensive wealth management and retirement planning to households.
Ways to work with this firm
| Engagement | Evidence state |
|---|---|
| standalone planning | not verified |
| advice only | not verified |
| hourly | no |
| fixed project | no |
| ongoing planning | yes |
| investment management | yes |
| management required | yes |
Fees and minimums
| Type | Disclosed value | Condition |
|---|---|---|
| annual minimum fee | $10,000 per year | Comprehensive wealth management, billed quarterly |
| account minimum | No hard asset minimum | Firm states best fit often begins around $1.5M-$2M investable assets |
Identity and eligibility
- Firm ID
- firm_sevey_wealth_advisors
- CRD candidate identifier
- 324450
- Ordinary retail eligibility
- yes
- Local presence
- verified office
- Fee-only
- yes
Profile summary
Sevey describes one ongoing, flat-fee service that combines planning and investment management. It states no hard asset minimum while identifying a typical best-fit asset range.
Evidence and freshness
- SEC IAPD firm record, official regulatory, checked 2026-08-09
- Sevey fees, firm published, checked 2026-08-09
- Sevey FAQ, firm published, checked 2026-08-09
Profile review date: 2026-08-09
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