# 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.

- CRD: 283887
- Filed as: SEEDSAFE FINANCIAL LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: August 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283887
- AdvisorCensus page: https://advisorcensus.com/firm/seedsafe-financial-llc-283887

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 13, 2026)

- Subscription: $375 to $2,000 a month (ongoing fee for Comprehensive Financial Planning)

> 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)

> We charge an hourly fee for Project-Based Financial Planning. Our hourly rate is $450.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $125,174,066
- Discretionary: $125,174,066
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 38 | $20,322,426 |
| High net worth individuals | 48 | $104,851,640 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### 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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, IL, LA, NH, NY, PA, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- seedsafefinancial.com
- Facebook @SEEDSAFEFINANCIAL
- Instagram @seedsafefinancial
- LinkedIn @seedsafe-financial-llc
- X @SeedSafer
- YouTube @seedsafefinancial

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Seedsafe Financial LLC (CRD 283887): Form ADV filing data as of October 2026.