Sevey Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$846,520
Clients
2
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
2
Very LowAverage account size
$423,260
About
Sevey Wealth Advisors provides non-discretionary investment advisory services and fixed-fee consulting and financial planning to individual and high‑net‑worth clients. Services include developing an Investment Policy Statement, tailored asset‑allocation models, and ongoing portfolio monitoring alongside family‑office‑type consulting for select families.
The firm applies charting, fundamental analysis, modern portfolio theory and quantitative methods and generally pursues a long‑term trading approach, documenting client risk tolerance and tailoring recommendations accordingly. As a non‑discretionary adviser, Sevey requires client approval for transactions and conducts at least quarterly account reviews, with additional reviews triggered by material events or changes in a client’s situation.
Noteworthy features that distinguish Sevey from many peers are its decision not to charge percentage‑of‑AUM fees—opting instead for fixed fee arrangements—and its recent addition of endorsements and client testimonials for advertising, which the firm discloses as required. The firm also recently added a recommended custodian for non‑discretionary accounts while maintaining a custodian‑agnostic stance for its consulting engagements.
Client services
Financial planning
Portfolio management
Financial consulting
Expertise
Wealth management
General retirement planning
College savings (529s, UTMA, etc.)
Debt management
Fee options
Fixed fees for consulting and financial planning of $10,000
Minimum fee: Fixed annual fee of $10,000 billed quarterly in advance for investment advisory services; Negotiable fees Fee-only: Fixed annual consulting and financial planning fee of $10,000 divided into four quarterly payments of $2,500; fees are negotiable
Main office location
Sevey Wealth Advisors
Austin TX, United States
Number of offices
1
Most active in
Sevey Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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