S.E.E.D. Values and Purpose
S.E.E.D. takes great pride in our Duty as a Fiduciary. We have a commitment to our clients to continually improve in all aspects of business.
10 Reasons to Work with Us
No system or financial planning strategy can guarantee future results.
At S.E.E.D. Planning Group, LLC (S.E.E.D.) we strive to provide transparency and clear expectations throughout the financial planning process. Whether you are a prospective client or you have been with us for years, our goal is to provide responsible advice that prioritizes you.
S.E.E.D. is a fee-based financial planning firm, which means our clients pay us a predetermined fee to provide personalized advice. Any fees are based on the amount of work we will be doing for you over a specific period of time and are determined after we’ve mutually agreed upon the areas of planning.
Be sure to inquire about our employer, legacy, and combined services discounts.
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.