Trystan Cleaver
Seek First · Campbell, California
Trystan Cleaver is a fee-only financial advisor at Seek First in Campbell, California. Trystan focuses on retirement planning, tax planning and estate & legacy planning. Seek First reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- High earners
- Tech employees
Facts
| Firm | Seek First |
|---|---|
| Based in | Campbell, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Assets under management | $251M across 511 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7812011 |
| Exams passed | Series 65 (2023) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.seekfirstinc.com |
| Profile |
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Questions about Trystan
Is Trystan Cleaver a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Trystan holds no broker registration, and Seek First reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Trystan charge for financial advice?
Trystan's firm, Seek First, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Trystan charge?
According to Seek First's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Trystan Cleaver based?
Trystan Cleaver is based in Campbell, California.
What does Trystan specialize in?
Trystan's specialties include retirement planning, tax planning and estate & legacy planning. Trystan works with high earners and tech employees.
Is Trystan Cleaver registered with the SEC?
Yes. Trystan Cleaver is registered as an investment adviser representative in CA (CRD 7812011), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Seek First manage?
Seek First reports $251M across 511 accounts in assets under management.
How do I contact Trystan Cleaver?
Through Trystan's website, www.seekfirstinc.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
- Seek First 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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