Sean
Pfeiffer
Boyce & Associates Wealth Consulting, Inc
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About this Advisor
Sean Pfeiffer is a financial advisor operating in Cedar Park, Texas who has 2 years of relevant experience. Pfeiffer is an employee of Boyce & Associates Wealth Consulting, Inc. Over the course of their career, they have held roles at Bka Wealth Consulting, Inc and Downtown Buzz Inc D/B/A Reference Insurance. Pfeiffer maintains a Series 65 license, qualifying them as an investment advisor representative, and is approved to advise clients in Texas. Boyce & Associates Wealth Consulting, Inc is a registered investment firm that has its headquarters in Cedar Park, TX. The firm has a total of 12 financial advisors. It administers $148 million in total assets across its 779 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 779 client accounts, 15% belong to high-net-worth investors who have greater than $1 million in assets. The advisory firm offers a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors typically vary depending on the type of services. However, fees billed by Boyce & Associates Wealth Consulting, Inc can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Boyce & Associates Wealth Consulting, Inc Brokerage Details
$147,905,060
12
779
$189,865
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Sean Pfeiffer Work History
Sean has been registered as a financial advisor for 2 years.*
Bka Wealth Consulting, Inc
Downtown Buzz Inc D/B/A Reference Insurance
*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 Sean Pfeiffer 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 Boyce & Associates Wealth Consulting, Inc
Cedar Park, TX
Cedar Park, TX
Cedar Park, TX
Cedar Park, TX
Cedar Park, TX
Cedar Park, TX
Cedar Park, TX
Cedar Park, TX
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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