Porter Gregory
Seaborn Financial · Austin, Texas
Porter Gregory is a fee-only financial advisor at Seaborn Financial in Austin, Texas, who holds the CFP credential. Seaborn Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Seaborn Financial |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $151.3M across 507 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5989536 |
| Exams passed | Series 65 (2011) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.seabornfinancial.co |
How Porter's firm compares
- Seaborn Financial's average account is about $298,000, from its Form ADV (assets managed divided by 507 accounts).
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Questions about Porter
Is Porter Gregory a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Porter holds no broker registration, and Seaborn Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Porter charge for financial advice?
Porter's firm, Seaborn Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Porter Gregory based?
Porter Gregory is based in Austin, Texas.
What credentials does Porter Gregory hold?
Porter Gregory holds the CFP credential.
Is Porter Gregory registered with the SEC?
Yes. Porter Gregory is registered as an investment adviser representative in TX (CRD 5989536), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Seaborn Financial manage?
Seaborn Financial reports $151.3M across 507 accounts in assets under management.
How do I contact Porter Gregory?
Through Porter's website, www.seabornfinancial.co.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
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
- 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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