Sevey Wealth Advisors

Sevey Wealth Advisors provides non-discretionary investment advisory services and fixed-fee consulting and financial planning to individual and high‑net‑worth clients. Services include developing an Investment Policy Statement, tailored asset‑allocation models, and ongoing portfolio monitoring alongside family‑office‑type consulting for select families.

The firm applies charting, fundamental analysis, modern portfolio theory and quantitative methods and generally pursues a long‑term trading approach, documenting client risk tolerance and tailoring recommendations accordingly. As a non‑discretionary adviser, Sevey requires client approval for transactions and conducts at least quarterly account reviews, with additional reviews triggered by material events or changes in a client’s situation.

Noteworthy features that distinguish Sevey from many peers are its decision not to charge percentage‑of‑AUM fees—opting instead for fixed fee arrangements—and its recent addition of endorsements and client testimonials for advertising, which the firm discloses as required. The firm also recently added a recommended custodian for non‑discretionary accounts while maintaining a custodian‑agnostic stance for its consulting engagements.