Sean Gerlin is a CFP, ChFC-designated registered investment advisor at Envision Wealth Planners, based in Maitland, FL, with 14 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 37 clients with $49M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.5M | 0.80% |
| $2.5M - $4.0M | 0.60% |
| $4M+ | 0.50% |
Annual fees are negotiable. Multiple accounts within the same household will be aggregated and treated as one account for fee purposes.
Fee Estimator
Contact
Sean Gerlin
Location
Maitland, FL
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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 Activities
Sean is the Vice Chair of the Lake Nona Regional Chamber of Commerce since 2015. He dedicates minimal time to this role, providing assistance to the chairman and president.
Employment History
Current Registrations
Envision Wealth Planners
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
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.
Exams
Additional Information
Sean resides in central Florida with his wife, Nicole and two children, Avery and Will. He enjoys spending time with his family, cooking, golf, and watching Gator sports.