Sevey Wealth Advisors is a fee-only, fiduciary registered investment advisor based in Austin, Texas. Founded by Sean Sevey, a financial professional with 22 years of experience at Fidelity and Schwab, the firm serves retirees and people approaching retirement, particularly families with $2 million to $20 million in assets. Its flat-fee model is designed to avoid assets-under-management charges and commissions, keeping advice independent of portfolio size.

The firm provides personalized financial planning and investment management, building portfolios around each client’s goals, income sources, and timeline rather than assigning a standard model. Its services connect investment decisions with retirement income planning, Social Security timing, Medicare and IRMAA considerations, tax-smart withdrawals, and estate planning. Sevey Wealth also offers consultations for prospective clients, fee information, retirement planning insights, and online calculators to help people assess advisor costs and potential savings. The firm publishes educational articles on topics such as Roth conversions, retirement income, and financial markets.