Firm
Seasonal Strategy
Alameda, California
Fee-only
Seasonal Strategy at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 45 individual clients, 29 of them high net worth.
- Its average account is about $533,000 (assets it manages divided by its 123 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Alameda, California |
|---|---|
| Website | seasonalstrategy.com |
| Phone | (415) 956-1721 |
Seasonal Strategy fees
Seasonal Strategy doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $66 million |
| Individual clients | 16 |
| High-net-worth clients | 29 |
| Accounts managed | 123 |
| Employees | 2 |
| Planning clients | 0 |
| Registered with | The SEC (801-67671) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 134456 |
Advisors at this firm (2)
Other fee-only firms in California
- Seawise Financial, Inc. · Cardiff
- Second 50 Financial · Manhattan Beach
- Second Mountain Financial · Redondo Beach
- Second Summit Wealth Management · San Francisco
- Seek First · Campbell
- Selby Wealth Management · Emeryville
- Seneca Private Wealth · Los Angeles
- Sentry Advisors · San Francisco