Benjamin Yeung
Seaborn Financial, LLC · Austin, Texas
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.
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Specialties
Who they serve
- Tech employees
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 |
| Assets under management | $151.3M across 507 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD, TX · CRD 5701197 |
| Exams passed | Series 63 (2009) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | seabornfinancial.co |
| Profile |
How Benjamin's firm compares
- Ongoing planning starts at $2,340 a year, below the Texas median of $3,000 for fee-only firms that publish prices.
- A one-time plan starts at $620, below the Texas median of $1,575 for fee-only firms that publish prices.
- The hourly rate is $275, in line with the Texas median of $250 for fee-only firms that publish prices.
- Seaborn Financial, LLC's average account is about $298,000, from its Form ADV (assets managed divided by 507 accounts).
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Questions about Benjamin
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
Other advisors in Texas who focus on equity compensation
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Seaborn Financial, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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