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This is an investment program provided by S.E.E.D. where the participating client’s investment accounts are not discretionarily managed by S.E.E.D.

In this program, S.E.E.D. provides a review of a number of investment options including the client’s current holdings. S.E.E.D. provides recommended investments and portfolios that match the client’s risk profile. Clients receive communication and advice regarding their investments and recommended updates throughout the year.

Since S.E.E.D. is not contracted for the ongoing investment management, it is the client’s responsibility to follow the investment advice and to make the adjustments as recommended.

S.E.E.D. will provide investment allocation instructions for Vanguard or Charles Schwab funds. Advice is restricted to Mutual Funds and ETFs and portfolios are structured with prudent standards as set forth by S.E.E.D.’s investment management committee. It is the client’s responsibility to manage the execution of recommendations in this program.

The annual subscription is .20% of the total account value per year as of the most recent quarter’s ending value, with a minimum annual fee of $200.


S.E.E.D. Planning Group, LLC ("S.E.E.D.") is a Registered Investment Advisor ("RIA"), registered with the U.S. Securities and Exchange Commission (“SEC”). S.E.E.D. provides financial planning and investment management services for clients in New York and other states across the country. S.E.E.D. will notice, file, and maintain all applicable licenses as required by the various states in which S.E.E.D. conducts business, as applicable. S.E.E.D. renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

This web site is intended to provide general information about S.E.E.D. It is not intended to offer investment advice. Information regarding investment products and services are provided solely to read about our investment philosophy, our strategies, and to be able to contact us for further information.

Market data, articles, and other content on this web site are based on generally-available information and are believed to be reliable. S.E.E.D. does not guarantee the accuracy of the information contained in this web site. The information is of a general nature and should not be construed as investment advice.

S.E.E.D. will provide all prospective clients with a copy of our current Form ADV, Part 2A ("Disclosure Brochure") and the Brochure Supplement for each advisory person supporting a particular client. The Disclosure Brochure and Supplement are updated at least annually and are available on the SEC website at: You may also contact S.E.E.D. to request a copy.

If you have any questions regarding Compliance and Regulatory information contact us.

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