Rebecca Jackson
SeedSafe Financial · Austin, Texas
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).
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Specialties
Who they serve
- Tech employees
- High earners
- Retirees
- Ultra high net worth
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 |
| Assets under management | $125.2M across 406 accounts |
| Credentials | CFP · CPA · PFS · RLP |
| SEC registration | Investment adviser representative in TX · CRD 6274600 |
| Exams passed | Series 65 (2013) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | seedsafefinancial.com |
| Profile |
How Rebecca's firm compares
- Ongoing planning starts at $7,200 a year, above the Texas median of $3,000 for fee-only firms that publish prices.
- A one-time plan starts at $6,500, above the Texas median of $1,575 for fee-only firms that publish prices.
- SeedSafe Financial's average account is about $308,000, from its Form ADV (assets managed divided by 406 accounts).
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Questions about Rebecca
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
Other advisors in Texas who focus on equity compensation
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SeedSafe Financial website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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