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One XVI Wealth

Updated today

Client assets under management

$52,339,731

Clients

61

41% high-net worth

Advisors

1

of 1 employees

Firm type

Independent

1 advisor

Clients per advisor

61

High

Average account size

$858,028

About

One XVI Wealth is an independent, fee-only advisory firm that provides discretionary investment management and both project-based and ongoing financial planning to individuals, businesses, and charitable organizations. The firm primarily delivers portfolio management for individual clients under asset-based advisory arrangements while also working with nonprofits and corporate clients.

The firm builds portfolios around asset-allocation targets using a mix of fundamental and technical analysis and principles of modern portfolio theory, and it may combine passive and active funds to pursue client objectives. It also offers values-based (faith-driven/ESG) investing options and tailors planning engagements to client needs, including business planning, cash flow, retirement, and estate considerations.

Uncommon for a solo independent adviser, the firm provides its investment management services exclusively through a wrap fee program and does not manage non-wrap accounts, a structure the brochure highlights and discloses potential conflicts for. The firm likewise notes it accepts charitable organization clients and operates a relatively small practice (roughly $52.9 million in discretionary AUM across 61 clients), and it maintains an institutional relationship with an independent custodian and a third‑party cash aggregator.

Client services

Financial planning Portfolio management

Expertise

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)

Occupation focus

Founder/Business Owner

Fee options

Fixed

Project-based financial planning fixed fees between $1,500 and $10,000; initial financial planning fee up to $1,750

Percentage

Up to 1.50% annually

Project-based

$250 per hour for project-based financial planning

Subscriptions

Ongoing financial planning fees paid quarterly in arrears, up to $1,750 per quarter

Other

Fee-only: Financial planning fixed fees up to $1,750 quarterly; project-based fixed fees $1,500 to $10,000; hourly fees $250/hour

Main office location

One XVI Wealth

1560 E Southlake Blvd., Suite 100

Southlake TX 76092, United States

Number of offices

1

Most active in

Texas

Disclosures

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

Business activities & affiliations

Quick links

Advisors at this firm

Sean W

CFP®

Southlake, TX

One XVI Wealth

Sean started his financial services career in 2004 with the desire to help others achieve their financial goals. In a sales-driven culture, Sean strove to put his clients’ needs above his own, as evidenced by a decision, early in his career, to move to a fee-based model that has now become the industry model. Today, Sean remains passionate about helping guide his clients through what can often seem like a tidal wave of information - knowing that without an experienced advisor, this information can overwhelm investors of all ages, but especially those preparing for or in retirement. Sean walks alongside his clients every step of the way, to ensure that each one feels well-informed, supported, and confident in their financial decisions. Sean is a CERTIFIED FINANCIAL PLANNER TM, Qualified Kingdom Advisor TM. In addition to his certifications, he has been awarded the Five Star Wealth Manager award seven times. He also serves on the Business Advisory Council for Tarrant County College, a board member for Fellowship of Christian Athletes NE Tarrant County, and a Charter member of the Trophy Club Rotary Club. Sean is a proud graduate of Texas Christian University, where he earned a degree in Political Science. While at TCU, Sean was a member of the football team and attributes his strong work ethic and team-building mindset to his time as an athlete. Sean went on to earn his MBA with a concentration in Financial Planning from the University of Dallas. Outside of the office, Sean is an avid hunter and outdoorsmen. He can also often be found on the field, serving his community by coaching his children’s sports teams. Sean is a member of 121 Community Church and lives in Trophy Club, Texas, with his beautiful wife Kerry (TCU ’99) and their two children.

ESG / Sustainable investing Charitable giving & philanthropy Founder/Business Owner Christian Faith Based Baby Boomers (Born 1946-1964)
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