# Benjamin Yeung

> Benjamin Yeung is a fee-only financial advisor at Seaborn Financial, LLC in Austin, Texas, who holds the CFP credential. Benjamin charges a flat fee or retainer, an ongoing planning fee, hourly fees and a one-time planning fee (ongoing planning from $2,340 a year and one-time plans from $620) and focuses on equity compensation and retirement planning.

Page: https://find.wellspent.co/advisors/benjamin-yeung/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Seaborn Financial, LLC
- **Based in:** Austin, Texas
- **Fee model:** Flat fee or retainer; Ongoing planning fee; Hourly; One-time planning fee
- **Fees (firm's website):** ongoing planning from $2,340 a year; one-time plans from $620; $275 an hour
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $151.3M across 507 accounts
- **Credentials:** CFP
- **Specialties:** Equity compensation, Retirement planning
- **Works with:** Tech employees
- **CRD:** 5701197 (https://adviserinfo.sec.gov/individual/summary/5701197)
- **SEC registration:** Investment adviser representative in MD, TX
- **Exams passed:** Series 63 (2009)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://seabornfinancial.co

## Frequently asked questions

### Is Benjamin Yeung a fee-only financial advisor?

Yes. Benjamin Yeung is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Benjamin's firm.

### How does Benjamin charge for financial advice?

Benjamin charges a flat fee or retainer, an ongoing planning fee, hourly fees and a one-time planning fee.

### How much does Benjamin charge?

According to Seaborn Financial, LLC's website, checked October 28, 2026: ongoing planning from $2,340 a year; one-time plans from $620; $275 an hour.

### Does Benjamin work with clients virtually?

Yes. Seaborn Financial, LLC says on its website that it works with clients remotely.

### Where is Benjamin Yeung based?

Benjamin Yeung is based in Austin, Texas.

### What does Benjamin specialize in?

Benjamin's specialties include equity compensation and retirement planning. Benjamin works with tech employees.

### What credentials does Benjamin Yeung hold?

Benjamin Yeung holds the CFP credential.

### Is Benjamin Yeung registered with the SEC?

Yes. Benjamin Yeung is registered as an investment adviser representative in MD and TX (CRD 5701197), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Seaborn Financial, LLC manage?

Seaborn Financial, LLC reports $151.3M across 507 accounts in assets under management.

### How do I contact Benjamin Yeung?

Through Benjamin's website, seabornfinancial.co.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/39730): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.seabornfinancial.co/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.