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Sean Tyll

10 Years of Experience
2 DisclosuresSells Insurance

Sean Tyll is a registered investment advisor at Acorn Financial Advisory Services, INC., based in Reston, VA, with 10 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 2,352 clients with $1.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
2,352 clients
Average Client Portfolio
$525K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.70%
$1.0M - $5.0M1.00%
$5.0M - $10.0M0.80%
$10.0M - $20.0M0.70%
$20.0M - $50.0M0.60%
$50M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1900 Campus Commons Drive, Suite 600, Reston, VA, 20191

Get directions

History

Regulatory History (2)
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Financial
August 2016
Final
Judgment / Lien
October 2015
Other Business ActivitiesSells Insurance

Sean is an insurance agent selling health and life insurance since 2016, dedicating full-time hours to this activity. He is also a mortgage loan originator with American Mortgage Inc, spending about 10-20% of his time on this.

Employment History
Current Registrations
Acorn Financial Advisory Services, INC.
August 2019 - Present · 6 yrs 8 mos
Previous Registrations
Mutual of Omaha Investor Services, INC.
July 2018 - August 2019 · 1 yr 1 mo
Mutual of Omaha Investor Services, INC.Broker
April 2018 - August 2019 · 1 yr 4 mos
Park Avenue Securities LLCBroker
June 2014 - February 2016 · 1 yr 8 mos
MML Investors Services, LLCBroker
March 2013 - June 2014 · 1 yr 3 mos
State Registrations1 state
VA
Advisor

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
No exam information available for this advisor.