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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-06-2012
- Office Locations
- 71
Office Locations
About Sequent Planning, LLC
Sequent Planning, LLC is a retail wealth management and financial planning firm helping individuals and families navigate money decisions from building wealth through retirement. The team delivers custom plans and diversified, tax-efficient portfolios, with retirement income, tax planning, generational planning, and charitable giving as needs evolve. Differentiator: a boutique advisor relationship backed by institutional resources, supported by a broad multi-office footprint and Schwab custody.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Andrea Butler
Chief Compliance Officer
- CRD
- #5065433
- Ownership
- Less than 5%
Mark Thomas Hunter
PRINCIPAL
- CRD
- #8151610
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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FRASER LAWRENCE ALLPORT
Financial Advisor
- CRD
- #1242844
OMAR I BAADARANI
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- CRD
- #5749488
Showing 2 of 96 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $528,445,847 | $88,089 |
| Non-Discretionary | $61,027,156 | $3,814,197 |
| Total | $589,473,003 | $98,000 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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