Advisor at WealthBound Advisors
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.
Sean Rawlings is a financial advisor at WealthBound Advisors in Scottsdale, AZ, holding a Series 66 designation with five years of industry experience. He previously worked at MML Investors Services, LLC and Mass Mutual Life Insurance Company. WealthBound Advisors serves individuals, high-net-worth clients, and business owners by providing investment management and financial planning through both ongoing and project-based engagements. The firm employs a fee-only structure and emphasizes asset allocation and Modern Portfolio Theory, using a combination of passive and active investment vehicles with a long-term approach.
Based on WealthBound Advisors
Project-Based Financial Planning fees range from $1,500 to $3,500; initial fee for ongoing planning up to $1,000.
$0 - $1,000,000: 0.65% $1,000,001 - $3,000,000: 0.50% $3,000,001+: 0.35%
Ongoing Financial Planning fees range from $200 to $750 monthly, paid in arrears.
Fee-only: Investment management and financial planning fees only; no commissions received.
Scottsdale, AZ
Arizona · California · Texas
WealthBound Advisors
2022 - Present (4 years)
Mass Mutual Investors Services
2020 - 2023 (3 years)
Mass Mutual Life Insurance Company
2019 - 2023 (4 years)
Arizona State University
2015 - 2019 (4 years)
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Trust company
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Real estate agent
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Other specialized services
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CFP®, Series 63, Series 65, Series 66
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CFP®, Series 63, Series 66
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Series 63, Series 65
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Karpinski Financial, LLC
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