John
Seo
Consilium Wealth Management
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About this Advisor
John Seo is a certified financial planner working out of San Ramon, California who has 13 years of relevant experience. Seo works at Consilium Wealth Management. During their career, Seo has held roles at Consilium Wealth Management, LLC and Simplex Wealth Management. Seo maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in California. Consilium Wealth Management is a firm based in San Ramon, CA. It administers $577 million in assets under management between its 801 client accounts, making it one of the bigger firms in the nation by assets under management. Of its 801 accounts, 79% belong to high-net-worth investors who have greater than $1 million in investable assets. The advisory firm has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules vary depending on the type of financial services offered. Fee types charged by Consilium Wealth Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Consilium Wealth Management Brokerage Details
$577,290,931
8
801
$720,713
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
John Seo Work History
John has been registered as a financial advisor for 13 years.*
Simplex Wealth Management
Consilium Wealth Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Seo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Consilium Wealth Management
San Ramon, CA
San Ramon, CA
San Ramon, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
