Firm
Seek First
Campbell, California
Fee-only
Facts
| Based in | Campbell, California |
|---|---|
| Website | seekfirstinc.com |
| Phone | (866) 398-4044 |
Seek First fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $1,000,000 |
|---|
In the firm's words
"We work with families who have more than $1 million in investible assets" 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 · Fixed fees |
|---|---|
| Assets managed | $251 million |
| Individual clients | 22 |
| Financial planning | Offered |
| Form ADV filed | May 26, 2026 |
| SEC record | CRD 312546 |