Aaron Beeson
Seek First · Ellensburg, Washington
Aaron Beeson is a fee-only financial advisor at Seek First in Ellensburg, Washington. Aaron focuses on retirement planning, tax planning and estate & legacy planning. Seek First reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- High earners
- Tech employees
Facts
| Firm | Seek First |
|---|---|
| Based in | Ellensburg, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Assets under management | $251M across 511 accounts |
| SEC registration | Investment adviser representative in WA · CRD 7349233 |
| Exams passed | Series 65 (2019) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.seekfirstinc.com |
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Questions about Aaron
Is Aaron Beeson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Aaron holds no broker registration, and Seek First reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Aaron charge for financial advice?
Aaron's firm, Seek First, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Aaron charge?
According to Seek First's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Aaron Beeson based?
Aaron Beeson is based in Ellensburg, Washington.
What does Aaron specialize in?
Aaron's specialties include retirement planning, tax planning and estate & legacy planning. Aaron works with high earners and tech employees.
Is Aaron Beeson registered with the SEC?
Yes. Aaron Beeson is registered as an investment adviser representative in WA (CRD 7349233), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Seek First manage?
Seek First reports $251M across 511 accounts in assets under management.
How do I contact Aaron Beeson?
Through Aaron's website, www.seekfirstinc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Seek First website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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