Firm
SeedSafe Financial
Austin, Texas
Fee-only
SeedSafe Financial 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 7 employees and 86 individual clients, 48 of them high net worth.
- Its average account is about $308,000 (assets it manages divided by its 406 accounts).
- Its ongoing planning fee starts at $7,200 a year, above the Texas median of $3,000.
- Its website says it's taking new clients.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Austin, Texas |
|---|---|
| Website | seedsafefinancial.com |
| Phone | (177) 680-7814 |
SeedSafe Financial 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 $7,200 a year |
|---|---|
| One-time plan | From $6,500 |
| Asset-based fee | 0.5% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects · Hourly |
In the firm's words
"Ongoing planning: $600–$1,666.67/month" source
"Planning: $6,500–$12,000" source
"0.50% on the first $2 million" source
"clients with $5 million or more in investments managed by SeedSafe" 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 | $125 million |
| Individual clients | 38 |
| High-net-worth clients | 48 |
| Accounts managed | 406 |
| Employees | 7 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-134378) |
| Financial planning | Offered |
| Form ADV filed | August 13, 2026 |
| SEC record | CRD 283887 |