Jeffrey Chase
S.E.E.D. Planning Group · Binghamton, New York
Jeffrey Chase is a fee-only financial advisor at S.E.E.D. Planning Group in Binghamton, New York. Jeffrey 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 NY · CRD 6212158 |
| Exams passed | Series 63 (2013) · Series 66 (2015) |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | 401ktime.com |
How Jeffrey'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 Jeffrey
Is Jeffrey Chase a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey 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 Jeffrey charge for financial advice?
Jeffrey'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 Jeffrey Chase based?
Jeffrey Chase is based in Binghamton, New York.
What does Jeffrey specialize in?
Jeffrey's specialties include retirement planning, tax planning and estate & legacy planning.
Is Jeffrey Chase registered with the SEC?
Yes. Jeffrey Chase is registered as an investment adviser representative in NY (CRD 6212158), 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 Jeffrey Chase?
Through Jeffrey'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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