S.E.E.D. Planning Group

Wealth Management Firm in Binghamton, NY

Firm Info
Address: 31 Lewis St #401, Binghamton, NY 13901, USA
Phone: (607) 217-5091

Firm Size
Assets Under Management: $329.9 million
# of Advisors: 14
# of Clients: 1,106
Client to Advisor Ratio: 79:1
Average Account Size: $298,297
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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S.e.e.d. Planning Group, LLC Overview

S.E.E.D. Planning Group, LLC is a fee-only registered investment advisory firm that provides investment advice only to its clients. The firm has been in business since 2015 and is based out of Binghamton, NY. S.E.E.D. Planning Group works with individuals, families, and small businesses to offer financial planning, portfolio management, and pension consulting services. The firm takes a comprehensive approach to financial planning, developing customized strategies that meet individual client needs and goals. As an investment advisory firm, S.E.E.D. Planning Group offers portfolio management services, helping clients build and maintain a diverse portfolio that is designed to meet their long-term financial objectives. The firm also provides pension consulting services, helping small businesses navigate the complexities of employee retirement plans. In addition to its core services, S.E.E.D. Planning Group also offers tax planning services to its clients. The firm takes a proactive approach to tax planning, identifying ways for clients to minimize their tax liabilities and maximize their savings. S.E.E.D. Planning Group is committed to providing its clients with the highest level of service and expertise, helping clients achieve their financial goals and secure their financial future.

S.E.E.D. PLANNING GROUP, LLC serves a diverse range of clients, including individuals, high net worth individuals, charitable organizations, and other corporation types not listed. The firm's expertise in financial planning, investment management, and tax planning allows them to tailor their services to meet each client's unique needs and goals. The firm's commitment to building long-term relationships with clients ensures that clients of all types benefit from S.E.E.D. PLANNING GROUP, LLC's personalized approach to financial planning. S.E.E.D. PLANNING GROUP, LLC offers a variety of fee structures depending on the services provided. For investment management services, the firm charges a percentage of assets under management (AUM) as its fee. This fee structure provides an incentive for the firm to generate positive returns for clients. The fee is typically between 0.5% and 1.0% of AUM. For financial planning services, the firm offers hourly rates or fixed fees. Hourly rates range between $200 and $500 per hour, depending on the complexity of the work involved. Fixed fees vary depending on the scope of the project, but are typically in the range of $3,000 to $10,000. This fee structure provides transparency and predictability for clients and ensures that S.E.E.D. PLANNING GROUP, LLC is compensated fairly for its work.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure for S.E.E.D. Planning Group, LLC, there is no investment minimum. The note in their brochure states, "The account minimum for our services is $0." Therefore, individuals looking to invest with this firm do not need to meet a certain investment threshold in order to work with them.

How This Office Can Help Binghamton, NY Residents

Edward Jones - Financial Advisor: George C Jansen, AAMS® assists clients in Kula, HI by providing a range of financial services and guidance. Whether someone is just starting to plan for their financial future or they need help with more complex financial situations, George can offer personalized advice tailored to their unique needs and goals. Kula, HI residents face a number of financial challenges, including navigating the cost of living in Hawaii, planning for retirement, and managing investments. George can help clients develop a comprehensive financial plan to address these challenges and more. He works closely with clients to understand their financial goals and build a strategy that includes investments, retirement planning, and wealth management. With a focus on building lasting relationships with his clients, Edward Jones - Financial Advisor: George C Jansen, AAMS® is committed to helping Kula residents achieve greater financial security and stability.

To view the Minimum Investment and Fee Schedule for S.e.e.d. Planning Group, LLC, visit their Part 2 Brochure.

Services Offered by S.e.e.d. Planning Group, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by S.e.e.d. Planning Group, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 31 Lewis St #401, Binghamton, NY 13901, USA
Phone (607) 217-5091
Opening Hours
  • Mon 8:30 AM–5 PM
  • Tue 8:30 AM–5 PM
  • Wed 8:30 AM–5 PM
  • Thu 8:30 AM–5 PM
  • Fri 8:30 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
4 Stars  |  5 Reviews

Other Office Locations

This firm has no other locations.

State Registrations

S.e.e.d. Planning Group, LLC is registered to service clients in the following states:

  • Connecticut
  • Florida
  • New York
  • North Carolina
  • Oregon
  • Pennsylvania
  • South Carolina
  • Tennessee
  • Texas
  • Virginia

Disciplinary History

S.e.e.d. Planning Group, LLC does not have any disclosures. Please visit it's Form ADV for more details.