Sean Pendray
Advisor at Merited Wealth, 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.
Advisor at Merited Wealth, 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.
Location
North Bay Village, FL 33141
Credentials
ChFC®, Series 63, Series 65
Industry experience
26 years
Sean Pendray is a financial advisor at Merited Wealth, LLC with 26 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Merited Wealth in 2024, he worked at Mutual Trust Asset Management, Inc., Mutual Trust Company of America Securities, and Freedom Investors Corp. Pendray also operates Pendray Financial Associates, where he provides insurance-related services including annuity products and Medicare and Medicaid compliance solutions. Merited Wealth serves individuals, high-net-worth households, entrepreneurs, self-employed professionals, and corporate retirement plan sponsors with asset management, financial planning, consulting, and retirement-plan advisory services. The firm emphasizes portfolio construction using exchange-traded equities, mutual funds, and ETFs, combining long-term strategies with options and customized allocations through the AssetMark platform.
Based on Merited Wealth, LLC
Flat fees for financial planning services ranging from $1,500 to $10,000, typically for 3 months to 1 year, paid upfront or monthly.
up to 2.0% of assets under management, tiered basis possible with reduced rates at certain thresholds
$250 - $750 per hour for consulting services.
Annual financial planning fees paid monthly for Growth Mode and Beyond Growth Mode services (exact amounts not specified).
Fee-only: Financial planning fees: hourly rates $250 - $750 per hour; flat fees range from $1,500 - $10,000 typically paid upfront or monthly for ongoing services.
1666 79 Th Street Causeway, Suite 501
North Bay Village, FL 33141
Florida
Merited Wealth, LLC
2024 - Present (2 years)
Mutual Trust Asset Management, Inc.
2018 - 2024 (6 years)
Mutual Trust Company of America Securities
2017 - 2024 (7 years)
Freedom Investors Corp.
2012 - 2017 (5 years)
Pendray Financial Associates
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
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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.
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