Tara Seegers
Exceptional Wealth & Family Office · Colorado Springs, Colorado
Tara Seegers is a fee-only financial advisor at Exceptional Wealth & Family Office in Colorado Springs, Colorado, who holds the CFP credential. Exceptional Wealth & Family Office reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Exceptional Wealth & Family Office |
|---|---|
| Based in | Colorado Springs, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $292.2M across 527 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 6186640 |
| Exams passed | Series 66 (2013) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.exceptionalwealth.us |
How Tara's firm compares
- Exceptional Wealth & Family Office's average account is about $554,000, from its Form ADV (assets managed divided by 527 accounts).
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Questions about Tara
Is Tara Seegers a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tara holds no broker registration, and Exceptional Wealth & Family Office reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Tara charge for financial advice?
Tara's firm, Exceptional Wealth & Family Office, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Tara Seegers based?
Tara Seegers is based in Colorado Springs, Colorado.
What credentials does Tara Seegers hold?
Tara Seegers holds the CFP credential.
Is Tara Seegers registered with the SEC?
Yes. Tara Seegers is registered as an investment adviser representative in CO and TX (CRD 6186640), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Exceptional Wealth & Family Office manage?
Exceptional Wealth & Family Office reports $292.2M across 527 accounts in assets under management.
How do I contact Tara Seegers?
Through Tara's website, www.exceptionalwealth.us.
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
- 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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