Jeffrey Lang
Seneschal Family Office · Tacoma, Washington
Jeffrey Lang is a fee-only financial advisor at Seneschal Family Office in Tacoma, Washington, who holds the CFP credential. Jeffrey focuses on retirement planning and divorce financial planning. Seneschal Family Office reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Mid-life transitions
- Divorced individuals
Facts
| Firm | Seneschal Family Office |
|---|---|
| Based in | Tacoma, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $301.3M across 665 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX, VA, WA · CRD 2512108 |
| Exams passed | Series 63 (1995) · Series 65 (1999) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | seneschalfamilyoffice.com |
| Profile |
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Questions about Jeffrey
Is Jeffrey Lang a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Seneschal Family Office 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, Seneschal Family Office, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Does Jeffrey work with clients virtually?
Yes. Seneschal Family Office says on its website that it works with clients remotely.
Where is Jeffrey Lang based?
Jeffrey Lang is based in Tacoma, Washington.
What does Jeffrey specialize in?
Jeffrey's specialties include retirement planning and divorce financial planning. Jeffrey works with retirees, pre-retirees, mid-life transitions and divorced individuals.
What credentials does Jeffrey Lang hold?
Jeffrey Lang holds the CFP credential.
Is Jeffrey Lang registered with the SEC?
Yes. Jeffrey Lang is registered as an investment adviser representative in CA, TX, VA and WA (CRD 2512108), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Seneschal Family Office manage?
Seneschal Family Office reports $301.3M across 665 accounts in assets under management.
How do I contact Jeffrey Lang?
Through Jeffrey's website, seneschalfamilyoffice.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
- Seneschal Family Office 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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