# Appleseed Advisory, LLC

> Appleseed Advisory, LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2026, with no regulatory assets under management reported in its Form ADV filing dated August 7, 2026.

- CRD: 342466
- Filed as: APPLESEED ADVISORY, LLC
- Also doing business as: APPLESEED PLANNER
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: August 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/342466
- AdvisorCensus page: https://advisorcensus.com/firm/appleseed-advisory-llc-san-francisco-ca-342466

## Quick answers

**How is Appleseed Advisory, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Appleseed Advisory, LLC reports these compensation arrangements: other.

**Where is Appleseed Advisory, LLC located?**
Appleseed Advisory, LLC's principal office is in San Francisco, CA, according to its Form ADV.

**Is Appleseed Advisory, LLC registered with the SEC or a state?**
Appleseed Advisory, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 342466.

**Does Appleseed Advisory, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/342466

**Does Appleseed Advisory, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated May 22, 2026 says: "There is no fee or minimum level of wealth requirement to use the Appleseed Platform."

**What changed in Appleseed Advisory, LLC's recent Form ADV filings?**
In the July 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated May 22, 2026)

- Account minimum: None

> There is no fee or minimum level of wealth requirement to use the Appleseed Platform.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | Not reported |
| High net worth individuals | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- appleseedplanner.com

## Changes in the filing (last 12 months)

### July 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Appleseed Advisory, LLC (CRD 342466): Form ADV filing data as of October 2026.