Instrumental Wealth, LLC

Investment Advisor
in Concord, NC

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About this Advisor

Sean Williams is a certified financial planner and chartered financial consultant working in Concord, North Carolina, with 1 year of relevant experience. Williams is an employee of Instrumental Wealth, LLC. Williams has gained experience at United States Marine Corps, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services, LLC and Instrumental Wealth, LLC. Williams maintains a Series 63 license, which qualifies them as a securities agent, and is able to work in Florida, North Carolina and Texas. Instrumental Wealth, LLC is a registered investment firm that has its headquarters in Tampa, FL. The investment advisory business has a total of nine financial advisors. It has $282 million in assets under management across its 1,749 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm provides services to one charitable organizations. Of its 1,749 accounts, just 5% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The firm offers a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules typically depend on which services are provided. However, fees billed by Instrumental Wealth, LLC likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Concord, NC

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Instrumental Wealth, LLC Brokerage Details

Total Assets Under Management


NC Average: $1,855,561,029
Total Number of Employees


NC Average: 62
Total Number of Accounts


NC Average: 2,474
Average Account Size


NC Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Sean Williams Work History

Sean has been registered as a financial advisor for 1 years.*

2022 - Present (1 year)

Instrumental Wealth, LLC

2016 - 2022 (6 years)

Northwestern Mutual Wealth Management Company

2016 - 2022 (6 years)

Northwestern Mutual Investment Services, LLC

2014 - 2022 (8 years)

Northwestern Mutual Life Insurance Company

2014 - 2016 (2 years)

Northwestern Mutual Investment Services LLC

2008 - 2014 (6 years)

United States Marine Corps

*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.


Please visit the SEC profile of Sean Williams 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 Instrumental Wealth, LLC

Blake Price
Tampa, FL
Jordan Arnold
Tampa, FL
Sean Williams
Concord, NC
Andrew Allen
Tampa, FL
David Silver
Tampa, FL
Matthew Harbert
Tampa, FL

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

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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.

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