Advisor at Seacrest Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Seacrest Wealth Management, LLC
Location
Parrottsville, TN
Credentials
CFP®, Series 63, Series 65
Industry experience
16 years
Financial planning and consulting services may be offered on a fixed fee basis, negotiable depending on complexity.
up to 2.00% annually for investment management (negotiable, depending on size, complexity, and advisor)
Certain advisory persons are registered representatives of a broker-dealer and may earn commissions separately for securities transactions and insurance sales, but SWM itself does not earn commissions.
Financial planning and consulting services offered on an hourly or fixed fee basis, negotiable depending on complexity.
Account minimum: SWM generally does not impose a minimum size for establishing a relationship, but certain investments may have minimums. Clients invested with Independent Managers may encounter account minimums imposed by those managers. Fee-only: Investment management fees up to 2.00% annually, retirement plan advisory fees up to 1.00% annually, financial planning fees hourly or fixed fee basis (negotiable). No commissions received by SWM for securities transactions.
Seacrest Wealth Management, Llc
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Greeneville, TN
Edward Jones
Series 65
Greeneville, TN
Cornerstone Wealth Management Group
CFP®, Series 63
Greeneville, TN
Cornerstone Wealth Management Group
CFP®, Series 66
Greeneville, TN
Cornerstone Wealth Management Group
Series 65
Greeneville, TN
Concurrent Investment Advisors, LLC
Series 66
White Pine, TN
Mai Capital Management, LLC
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