AdvisorCensus / Financial advisors / Seedsafe Financial LLC
Seedsafe Financial LLC is an SEC-registered investment advisory firm, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 13, 2026.
Quick answers
From the filingHow is Seedsafe Financial LLC compensated?
On its Form ADV (Item 5.E, October 2026), Seedsafe Financial LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Seedsafe Financial LLC charge?
Its Form ADV Part 2A brochure dated August 13, 2026 states: Subscription: $375 to $2,000 a month (ongoing fee for Comprehensive Financial Planning); Hourly rate: $450 an hour (Project-Based Financial Planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Is Seedsafe Financial LLC registered with the SEC or a state?
Seedsafe Financial LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 283887.
How much does Seedsafe Financial LLC manage?
Seedsafe Financial LLC reports $125,174,066 in regulatory assets under management in its Form ADV filing dated August 13, 2026 (100% discretionary).
What types of clients does Seedsafe Financial LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (48); individuals (other than high net worth individuals) (38).
Which custodians does Seedsafe Financial LLC use?
Seedsafe Financial LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Seedsafe Financial 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/283887
What changed in Seedsafe Financial LLC's recent Form ADV filings?
In the September 2026 filing data: Registered or notice-filed in FL, NH.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Subscription: $375 to $2,000 a month (ongoing fee for Comprehensive Financial Planning)
The brochure's wording
an ongoing fee that is paid monthly or quarterly in advance, at the rate of $375.00 to $2,000 per month.
Hourly rate: $450 an hour (Project-Based Financial Planning)
The brochure's wording
We charge an hourly fee for Project-Based Financial Planning. Our hourly rate is $450.
As stated in the firm's Form ADV Part 2A brochure dated August 13, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$125,174,066 as of October 2026, filing dated August 13, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 7. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
10 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- September 2026
- Registered or notice-filed in FL, NH.
- June 2026
- Registered or notice-filed in NY.
- March 2026
- Employees performing advisory functions went from 2 to 4.
- Regulatory assets under management went from $108,710,064 to $125,174,066 (+15%).
- Registered or notice-filed in CO, LA.
- December 2025
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Seedsafe Financial LLC (CRD 283887): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/seedsafe-financial-llc-283887