Sean Mahoney
Advisor at Cetera
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.
Advisor at Cetera
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.
Location
Lafayette, LA 70508
Credentials
CFP®, Series 66
Industry experience
15 years
Sean Mahoney is a CFP® and Series 66-registered financial advisor with 15 years of industry experience. He is currently with Avantax Planning Partners, Inc. and has held roles at several related Avantax entities as well as Darnall Sikes Wealth Partners LLC, where he remains active. Outside of his advisory work, Mahoney serves as Treasurer for the Beaver Club of Lafayette, overseeing the organization's financial affairs. Avantax Planning Partners provides investment advice and financial planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through partnerships with independent CPA firms and registered representatives. The firm employs a model-based discretionary portfolio management approach, supported by an Investment Advisory Committee, and offers tax-intelligent overlays and centralized trading services.
Based on Cetera
Based on Cetera
Flat fees for financial planning and consulting negotiated with client
$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)
Hourly consulting and financial planning rates negotiated with client
Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case
2000 Kaliste Saloom Rd Ste 300
Lafayette, LA 70508
Louisiana · Texas
Cetera Wealth Services, LLC
2025 - Present (1 year)
Cetera
2025 - Present (1 year)
Avantax Planning Partners Inc
2025 - Present (1 year)
Avantax Insurance Agency and/or Avantax Insurance Services
2024 - 2025 (1 year)
Avantax Investment Services, Inc.
2019 - 2025 (6 years)
Avantax Advisory services
2019 - 2025 (6 years)
Darnall Sikes Wealth Partners Llc
2018 - Present (8 years)
Avantax Insurance Services
2011 - 2025 (14 years)
1st Global Capital Corp
2011 - 2019 (8 years)
1st Global Advisors, Inc.
2011 - 2019 (8 years)
Dfs Wealth Management
2011 - 2018 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
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