Sean Hilliard
Advisor at Rivertree Wealth
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.
Advisor at Rivertree Wealth
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
Rivertree Wealth
Location
Wake Forest, NC
Credentials
CFP®, Series 63, Series 66
Industry experience
7 years
Sean Hilliard is a CFP® professional with seven years of experience in the financial advisory industry. He currently works at Rivertree Wealth and has previously held roles at firms including Empower Financial Services and Personal Capital Advisors Corporation. Outside of finance, he has been involved with faith-based organizations such as In the Beginning Christian Preschool and Crossroads Fellowship Church. Rivertree Wealth LLC is an SEC-registered investment adviser serving individuals and high-net-worth clients with discretionary portfolio management and financial planning. The firm employs a passive, risk-based investment approach using diversified portfolios of mutual funds, ETFs, stocks, and bonds, with ongoing monitoring and quarterly reviews.
Based on Rivertree Wealth
Fixed fees for financial planning ranging from $2,500 to $12,000 per engagement
$0 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.90% annually $1,000,001 - $3,000,000: 0.75% annually $3,000,001 - $10,000,000: 0.50% annually $10,000,001+: 0.25% annually
$250 per hour for financial planning services
Fee-only: Financial planning services at $250 per hour (up to 40 hours) or fixed fee ranging from $2,500 to $12,000 per engagement
Wake Forest, NC
North Carolina · Texas
Rivertree Wealth
2025 - Present (1 year)
Empower Financial Services, inc
2023 - 2025 (2 years)
Empower Advisory Group
2023 - 2025 (2 years)
Personal Capital Advisors Corporation
2020 - 2023 (3 years)
Unemployed
2020 - 2020 (1 year)
Thrivent Financial
2019 - 2020 (1 year)
Thrivent Investment Management Inc
2019 - 2020 (1 year)
Thrivent Financial
2019 - 2019 (1 year)
FIDELITY Personal and Workplace Advisors
2018 - 2019 (1 year)
FIdelity Brokerage Services LLC
2017 - 2019 (2 years)
Fidelity Investments Institutional Operations Company Inc.
2016 - 2017 (1 year)
Crossroads Fellowship Church
2014 - 2017 (3 years)
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