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Sean Hilliard

Advisor at Rivertree Wealth

Updated today
Rivertree Wealth logo

Firm

Rivertree Wealth

Location

Wake Forest, NC

Credentials

CFP®, Series 63, Series 66

Industry experience

7 years

About

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.

Client services

Based on Rivertree Wealth

Financial planning Portfolio management

Expertise

Based on Rivertree Wealth

General retirement planning Cash flow / budgeting Charitable giving & philanthropy General estate planning guidance Tax strategies for small businesses

Fee options

Fixed

Fixed fees for financial planning ranging from $2,500 to $12,000 per engagement

Percentage

$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

Project-based

$250 per hour for financial planning services

Other

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

Location

Wake Forest, NC

Most active in

North Carolina · Texas

Work history

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)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Mark K

CFP®

Raleigh, NC

University Financial Strategies, LLC.

Your Trusted Financial Partner and Experience You Can Rely On With over three decades in the financial industry, I've dedicated my career to empowering individuals and families to achieve financial well-being. As a CERTIFIED FINANCIAL PLANNER® Professional, Dave Ramsey Master Financial Coach and Fee-Only Financial Advisor based in Raleigh, NC, I offer personalized guidance and unwavering support, drawing on my extensive experience to navigate the complexities of the market and tailor solutions to your unique needs. Your Financial Goals, My Priority I believe that everyone deserves to feel confident and in control of their financial future. Whether you're saving for retirement, planning for your children's education, or seeking comprehensive wealth management, I'll work with you to develop a personalized plan that aligns with your goals and values. As a Dave Ramsey Master Financial Coach, I also utilize the proven Dave Ramsey 7 Baby Step process to help you build a strong financial foundation and achieve lasting financial peace. My Fee-Only approach ensures transparency and prioritizes your best interests. Comprehensive Guidance for a Secure Future From investment management to retirement planning, tax strategies to estate planning, I offer comprehensive guidance to address all aspects of your financial life. I'll be there every step of the way, providing reassurance, answering your questions, and adjusting your plan as life evolves. Rooted in the Community As a North Carolina resident and active member of the Wakefield Rotary Club of Wake Forest community, I understand the local landscape and can provide insights tailored to your specific needs. Let's Build a Brighter Financial Future Together Take the first step towards achieving your financial goals. Start with a Complimentary Retirement Review: https://app.rightcapital.com/account/sign-up?referral=3c861414-45bc-4056-8e9d-63371f536cf0&type=client&advisor_id=WyovNSEMqImVmkOBpo0ePA Schedule a Complimentary Consultation: https://calendly.com/getaplan/fee-only-initial-consultation Check out my website as I transparently list how I work with clients and post my fees: https://universityfinancialstrategies.com/ Remember: It's never too late to start planning for your future. With 30+ years of experience, a genuine passion for helping others and the tools of a Dave Ramsey Master Financial Coach, I'm here to guide you every step of the way.

General retirement planning Retirement income strategy Wealth management Founder/Business Owner Retired Executive Gen X (Born 1965-1980)
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Ryan E

CFP®, Series 66

Raleigh, NC

JME Wealth Management

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning Divorce financial planning Executive Founder/Business Owner Mid-Career Professionals
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James S

Series 63, Series 65

Raleigh, NC

Sovereign Financial Group

Wealth management General retirement planning Tax strategies for small businesses
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Brian M

CFP®, Series 66

Franklinton, NC

Brevity & Associates

Options & derivatives strategies Real estate investing Private / alternative investments Cash flow / budgeting College savings (529s, UTMA, etc.)
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Mark V

CFP®

Raleigh, NC

NC Money Management, Inc.

Divorce financial planning College savings (529s, UTMA, etc.) General tax planning
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Stephen R

CFP®, CFA®, Series 66

Raleigh, NC

Reh Wealth Advisors LLC

General retirement planning Income planning College savings (529s, UTMA, etc.) Wealth management Founder/Business Owner
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