Sean Butler
Advisor at SKB Advisory, LLC
Updated today
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.
About
Sean Butler is the principal advisor at SKB Advisory, LLC in Houston, TX, with seven years of experience in the financial industry. He holds a Series 66 designation and previously worked at HD Vest Insurance Agency LLC and HD Vest Investment Services. Butler also owns and manages Sean K Butler CPA, LLC, an accounting and tax preparation firm. SKB Advisory provides investment supervisory services and financial planning to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm emphasizes a fundamental, value-driven investment approach and offers employer benefit plan services and educational seminars, implementing client portfolios in coordination with a third-party money manager.
Expertise
Based on SKB Advisory, LLC
Income planning
General tax planning
Retirement plans for business owners (SEP, solo 401k)
Options & derivatives strategies
Cash flow / budgeting
Fee options
$0 - $3,000,000: 1.50% total annual fee (0.75% to SKB ADVISORY + 0.75% to CPS) $3,000,001 - $5,000,000: 1.00% total annual fee (0.50% to SKB ADVISORY + 0.50% to CPS) $5,000,001+: 0.75% total annual fee (0.375% to SKB ADVISORY + 0.375% to CPS) $0 - $100,000: 1.35% $100,000 - $500,000: 1.25% $500,001 - $1,000,000: 0.90% $1,000,000+: 0.75%
Fee-only: Fee-only advisory services, no commissions or performance fees
Location
1035 Dairy Ashford Rd, Suite 315
Houston, TX 77079
Most active in
Sean B has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
HD Vest Insurance Agency LLC
2018 - 2019 (1 year)
HD Vest Investment Services
2018 - 2019 (1 year)
Sean K Butler CPA, LLC
2010 - Present (16 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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