Kerstin Driscoll-Witt
S.E.E.D. Planning Group · Binghamton, New York
Kerstin Driscoll-Witt is a fee-only financial advisor at S.E.E.D. Planning Group in Binghamton, New York. Kerstin 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, OH · CRD 4520472 |
| Exams passed | Series 63 (2012) |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | 401ktime.com |
How Kerstin'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 Kerstin
Is Kerstin Driscoll-Witt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kerstin 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 Kerstin charge for financial advice?
Kerstin'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 Kerstin Driscoll-Witt based?
Kerstin Driscoll-Witt is based in Binghamton, New York.
What does Kerstin specialize in?
Kerstin's specialties include retirement planning, tax planning and estate & legacy planning.
Is Kerstin Driscoll-Witt registered with the SEC?
Yes. Kerstin Driscoll-Witt is registered as an investment adviser representative in NY and OH (CRD 4520472), 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 Kerstin Driscoll-Witt?
Through Kerstin'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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