SEAN F. GATES
MOTLEY FOOL WEALTH MANAGEMENT | Founder of Lifestyle Wealth, CFP and Enrolled Agent
ALEXANDRIA, VA 22314
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CRD#: 5320621
Professional summary
SEAN FREDRICK GATES, CFP® is a registered financial advisor currently at MOTLEY FOOL WEALTH MANAGEMENT, LLC located in Alexandria, Virginia.
SEAN is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. SEAN has worked at 4 firms and has passed the Series 63, Series 65, Series 66, Series 7TO, SIE and Series 7 exams.
Biography
I jumped at the opportunity to become the first financial planner hired at Motley Fool Wealth Management, a financial planning and investment management firm located in Alexandria, Virginia. I wanted to build teams and new products to help each person worry a little bit less about financial stressors they experience, and I think we are just getting started. I love working with any situation. If you are a military family with CSRS, a Federal employee with FERS, a widower, a 50-year-old couple planning to retire, a 94 year old looking to implement a new estate plan, or a young professional trying to figure out how to pay down student debt, reach out to me. My ten+ years in this industry has prepared me to help all walks of life through web conferences, phone calls, and in-person meetings.
Question & Answer
What are your service offerings?
Financial Planning,
Real Estate Cash Flow,
Expense Audit,
Free Trust & Will Estate Packa...
Insurance Planning,
Tax Planning,
Income Strategies,
Public Speaking (Presentations...
What is your minimum asset requirement?
500K
How do you get paid?
Fee-only
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
THE VIBES COMPANY INC.; SMALL BUSINESS STARTUP CONSULTING: THIS BUSINESS IS INVESTMENT-RELATED; 10/2023 BUSINESS START DATE; MAXIMUM OF 3 HOURS PER DAY, OR 60 HOURS PER MONTH, DEVOTED TO ADVISING ON TAX-RELATED PRODUCTS TO SERVE CUSTOMERS, ALSO ADVISING ON CREATING A FRANCHISE ADVISORY BUSINESS, NON-INVESTMENT RELATED ADVICE TO PROSPECTIVE CLIENTS GENERATED TO MODEL FRANCHISE ADVISORY SERVICES AND BUILD PRODUCTS TO SUPPORT THOSE ADVISORS.
CRS (Client Relationship Summary) - RIA
Click below to view SEAN FREDRICK GATES's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2013
Education
University Wisconsin-Madison
BA - Consumer Science & Family Planning
Experience
Current
February 13, 2025 - Present
MOTLEY FOOL WEALTH MANAGEMENT, LLC
Office #1: 2000 Duke Street Second Floor, Alexandria, VA 22314RIA
CRD#: 165689
ALEXANDRIA, VA
Past
October 3, 2022 - April 30, 2025
LIFESTYLE WEALTH
RIA
CRD#: 321129
Alexandria, VA
Past
November 9, 2020 - January 18, 2022
TMF INVESTMENTS
BD
CRD#: 306422
ALEXANDRIA, VA
Past
March 18, 2014 - January 18, 2022
MOTLEY FOOL WEALTH MANAGEMENT, LLC
RIA
CRD#: 165689
ALEXANDRIA, VA
Past
January 12, 2011 - February 13, 2014
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
COLORADO SPRINGS, CO
Past
December 23, 2010 - February 13, 2014
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
COLORADO SPRINGS, CO
Past
July 25, 2008 - February 7, 2009
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MADISON, WI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MF
MOTLEY FOOL WEALTH MANAGEMENT, LLC
MOTLEY FOOL FINANCIAL PLANNING | MOTLEY FOOL WEALTH MANAGEMENT, LLC | MOTLEY FOOL WEALTH MANAGEMENT | MOTLEY FOOL FINANCIAL PLANNING, LLC
CRD#: 165689 / SEC#: 801-77616
RIA
Registered Investment Advisory firm - (2/11/2013 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Colorado(2/13/2025)
IAR
Virginia(4/30/2025)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/9/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
MF
MOTLEY FOOL WEALTH MANAGEMENT, LLC
MOTLEY FOOL FINANCIAL PLANNING | MOTLEY FOOL WEALTH MANAGEMENT, LLC | MOTLEY FOOL WEALTH MANAGEMENT | MOTLEY FOOL FINANCIAL PLANNING, LLC
CRD#: 165689 / SEC#: 801-77616
RIA
Registered Investment Advisory firm - (2/11/2013 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2000 Duke Street Second Floor, Alexandria, VA 22314
Mailing Address
Phone number
(844) 408-4390
Established
Firm type
Fiscal year end
# of Employees
52
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,406 |
| AUM (Assets Under Management) | $ 2,179,069,480 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
MOTLEY FOOL WEALTH MANAGEMENT, LLC
Founder of Lifestyle Wealth, CFP and Enrolled AgentCRD#: 165689Alexandria, VA 22314TRUST BUT VERIFY
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