Sean Paddock is a registered investment advisor at Wealth Dimensions Group, LTD., based in Cincinnati, OH, with 20 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 729 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
WDG may negotiate special fee arrangements where WDG deems it appropriate.
Fee Estimator
Location
7870 E Kemper Road, Suite 210, Cincinnati, OH, 45249
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sean is licensed to sell insurance in Ohio to provide insurance products to clients who need them.
Employment History
Current Registrations
Wealth Dimensions Group, LTD.
Previous Registrations
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Fidelity Brokerage Services LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.