Sean Backs
Advisor at Spire Wealth Management, LLC — Tampa, FL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
1 year
Location
Tampa, FL
Spire Wealth Management, LLC
Multi-team
Sean Backs is a financial advisor at Spire Wealth Management, LLC with a Series 65 designation and experience in the industry since 2019. His prior work includes roles at Fisher Investments and Total Planning, as well as teaching positions at the University of Florida and Nease High School. Spire Wealth Management serves individuals, corporations, trusts, and retirement plans with a range of investment advisory services, including discretionary and non-discretionary portfolio management, financial planning, and access to model portfolios. The firm employs a variety of investment strategies and offers proprietary risk overlays through its affiliate Corbett Road Capital Management.
Based on Spire Wealth Management, LLC
Based on Spire Wealth Management, LLC
Financial planning fees may be charged on a fixed fee basis depending on arrangement
0.02% to 2.25% annually (negotiable, varies by advisor and account)
Separate commissions/compensation when securities products sold through affiliated broker-dealer Spire Securities; no advisory fees charged in addition to commissions in this context
Financial planning fees typically charged on hourly basis but may also be fixed or subscription-based
Some advisors offer subscription-based financial planning services; specific fees vary
Account minimum: $25,000 (generally preferred; may be negotiable) Fee-only: Financial planning fees charged hourly, fixed fee, or subscription-based (negotiated individually)
Tampa, FL
Tampa FL
Advisors at this office
1
Florida
1 year of industry experience
Spire Wealth Managment
2025 - Present • 1 year
Tampa, FL
Fisher Investments
2022 - 2025 • 3 years
Tampa, FL
Total Planning
2019 - 2022 • 3 years
Gainesville, FL
University of Florida
2017 - 2021 • 4 years
Gainesville, FL
Nease High School
2013 - 2017 • 4 years
Ponte Vedra, FL
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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