Sean Hummel is a CFP-designated registered investment advisor at Xypn Invest, based in Puyallup, WA, with 8 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 705 clients with $880M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
XY Investment Solutions offers investment management services for a fee based on a percentage of your portfolio. The fee can be up to 1.5% per year. The specific fee is negotiable and detailed in your investment advisory agreement.
Location
Puyallup, WA
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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 →Employment History
Current Registrations
Xypn Invest
Previous Registrations
Confidence Wealth Management, LLC
Lnw
Hummel Planning, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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