Jamie Shelton
S.E.E.D. Planning Group · Binghamton, New York
Jamie Shelton is a fee-only financial advisor at S.E.E.D. Planning Group in Binghamton, New York. Jamie focuses on retirement planning, tax planning and estate & legacy planning. S.E.E.D. Planning Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | S.E.E.D. Planning Group |
|---|---|
| Based in | Binghamton, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $568.0M across 2,027 accounts |
| SEC registration | Investment adviser representative in TN · CRD 7267691 |
| Exams passed | Series 66 (2020) |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | 401ktime.com |
How Jamie's firm compares
- S.E.E.D. Planning Group's average account is about $280,000, from its Form ADV (assets managed divided by 2,027 accounts).
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Questions about Jamie
Is Jamie Shelton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jamie holds no broker registration, and S.E.E.D. Planning Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jamie charge for financial advice?
Jamie's firm, S.E.E.D. Planning Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jamie Shelton based?
Jamie Shelton is based in Binghamton, New York.
What does Jamie specialize in?
Jamie's specialties include retirement planning, tax planning and estate & legacy planning.
Is Jamie Shelton registered with the SEC?
Yes. Jamie Shelton is registered as an investment adviser representative in TN (CRD 7267691), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does S.E.E.D. Planning Group manage?
S.E.E.D. Planning Group reports $568.0M across 2,027 accounts in assets under management.
How do I contact Jamie Shelton?
Through Jamie's website, 401ktime.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
- S.E.E.D. Planning Group 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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