Firm
Seaborn Financial, LLC
Austin, Texas
Fee-only
Seaborn Financial, LLC at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 4 advisors are listed here; all hold the CFP.
- Its Form ADV reports 4 employees and 76 individual clients, 49 of them high net worth.
- Its average account is about $298,000 (assets it manages divided by its 507 accounts).
- Its ongoing planning fee starts at $2,340 a year, below the Texas median of $3,000.
- Its hourly rate of $275 is in line with the Texas median of $250.
- It works with clients virtually as well as in person.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Austin, Texas |
|---|---|
| Website | seabornfinancial.co |
| [email protected] | |
| Phone | (512) 814-7258 |
Seaborn Financial, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $2,340 a year |
|---|---|
| One-time plan | From $620 |
| Hourly | $275 an hour |
| How it charges | Flat fee · Ongoing planning fee · Hourly · One-time plans or projects |
In the firm's words
"Retirement-only planning: $195/month" source
"$620 at engagement" source
"the cost for a plan update is $275/hour" source
"$620 at engagement" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $151 million |
| Individual clients | 27 |
| High-net-worth clients | 49 |
| Accounts managed | 507 |
| Employees | 4 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-131434) |
| Financial planning | Offered |
| Form ADV filed | September 28, 2026 |
| SEC record | CRD 159073 |