# Rebecca Jackson

> Rebecca Jackson is a fee-only financial advisor at SeedSafe Financial in Austin, Texas, who holds the CFP, CPA and PFS credentials. Rebecca charges a percentage of assets, an ongoing planning fee, a one-time planning fee and hourly fees (ongoing planning from $7,200 a year and one-time plans from $6,500) and focuses on equity compensation, tax planning and founders (pre-exit).

Page: https://find.wellspent.co/advisors/rebecca-jackson/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** SeedSafe Financial
- **Based in:** Austin, Texas
- **Fee model:** Percentage of assets; Ongoing planning fee; One-time planning fee; Hourly
- **Fees (firm's website):** ongoing planning from $7,200 a year; one-time plans from $6,500; 0.5% a year on the first tier of assets managed; typically works with clients with $5,000,000 or more
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $125.2M across 406 accounts
- **Credentials:** CFP, CPA, PFS, RLP
- **Specialties:** Equity compensation, Tax planning, Founders (pre-exit), Estate & legacy planning, Retirement planning
- **Works with:** Tech employees, High earners, Retirees, Ultra high net worth
- **CRD:** 6274600 (https://adviserinfo.sec.gov/individual/summary/6274600)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2013)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://seedsafefinancial.com

## Frequently asked questions

### Is Rebecca Jackson a fee-only financial advisor?

Yes. Rebecca Jackson is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Rebecca's firm.

### How does Rebecca charge for financial advice?

Rebecca charges a percentage of assets, an ongoing planning fee, a one-time planning fee and hourly fees.

### How much does Rebecca charge?

According to SeedSafe Financial's website, checked October 28, 2026: ongoing planning from $7,200 a year; one-time plans from $6,500; 0.5% a year on the first tier of assets managed; typically works with clients with $5,000,000 or more.

### Where is Rebecca Jackson based?

Rebecca Jackson is based in Austin, Texas.

### What does Rebecca specialize in?

Rebecca's specialties include equity compensation, tax planning, founders (pre-exit), estate & legacy planning and retirement planning. Rebecca works with tech employees, high earners, retirees and ultra high net worth.

### What credentials does Rebecca Jackson hold?

Rebecca Jackson holds the CFP, CPA, PFS and RLP credentials.

### Is Rebecca Jackson registered with the SEC?

Yes. Rebecca Jackson is registered as an investment adviser representative in TX (CRD 6274600), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does SeedSafe Financial manage?

SeedSafe Financial reports $125.2M across 406 accounts in assets under management.

### How do I contact Rebecca Jackson?

Through Rebecca's website, seedsafefinancial.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/rebecca-conner-10884): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.seedsafefinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.