Updated:
Joseph M. Sebo, CFP Inc.
Joseph M. Sebo, CFP Inc. is an RIA run by CFP Joseph M. Sebo, offering financial planning and investment advisory services to individuals.
Joseph M. Sebo, CFP Inc.
Joseph M. Sebo, CFP Inc. was founded as a sole proprietorship by Joseph M. Sebo, a CFP professional. The firm offers financial planning, retirement planning, estate planning, and investment management services, primarily serving individual clients. The firm operates as a registered investment adviser (RIA) and likely employs a direct planning model rather than pooled investment vehicles. Known holdings or co-investments are not disclosed in public records. The firm's geographic footprint appears limited to a single office, though no specific city is confirmed. Team size is unknown, as no public professional count is available. There are no additional offices, philanthropic vehicles, or operating companies linked to the firm. No recent operational events are documented in the last 24 months. The firm's structural differentiator is its independence as a single-practitioner CFP practice, contrasting with larger firms that offer institutional-scale investment management. This allows Sebo to deliver personalized advice without the conflicts of proprietary products.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
—
Country
—
City
—
Corporate office
—
Principals
Joseph M. Sebo
Founder and CFP
Sector focus
Frequently asked questions
Who runs Joseph M. Sebo, CFP Inc.?
Joseph M. Sebo, a Certified Financial Planner, is the founder and likely the sole principal of the firm. Public records indicate he operates the RIA independently.
What services does Joseph M. Sebo, CFP Inc. offer?
The firm provides personal financial planning, retirement planning, estate planning, and investment management services. It is structured as a fee-only RIA.
Is Joseph M. Sebo, CFP Inc. a single-family office?
No, the firm is an RIA that serves individual clients, not an exclusive family office. It operates as a independent financial planning practice.
How is Joseph M. Sebo, CFP Inc. different from larger wealth managers?
The firm is a single-practitioner practice focused on personalized financial planning, which reduces conflicts of interest from proprietary products common at larger institutions.
Does Joseph M. Sebo, CFP Inc. manage assets directly?
The firm offers investment management as part of its services, but the exact structure of asset management (discretionary vs. advisory) is not publicly detailed. It likely uses third-party custodians.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: