Knoxville, TN Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
S.E.E.D. Planning Group, LLC
Team
Firm-wide stats for S.E.E.D. Planning Group, LLC
About
S.E.E.D. Planning Group offers wealth management, investment management, investment advice and consulting to individuals (including high‑net‑worth clients), trusts, estates, businesses, non‑profits and retirement plans. Its investment services are provided through an investment division called Sift Investment Management and include values‑based financial planning, tax planning, coordinated estate planning and portfolio management.
The firm primarily employs fundamental analysis and generally follows a long‑term strategy while permitting shorter‑term trades for rebalancing or cash needs; Sift constructs diversified equity and fixed‑income portfolios using ETFs, mutual funds, individual equities and bonds, and may use cash positions to manage risk. SEED provides discretionary portfolio management, monitors accounts on a regular and continuous basis, and integrates multi‑year tax planning and client values into its portfolio construction process.
Noteworthy details in the ADV include the firm’s publicizing of third‑party ratings, formal institutional relationships with Fidelity and Charles Schwab that provide custodial, research and technology services, participation in the SAGE Scholars Tuition Rewards program, an affiliated financial‑education subscription product (Money Milestones), and involvement with a related nonprofit (SEEDs of Hope), all of which the brochure identifies as potential sources of conflicts of interest. The firm reports approximately $567,976,608 in discretionary assets under management, operates as a multi‑advisor team, and also offers institutional consulting and 3(21) fiduciary services for non‑profits and plan sponsors.
Based on S.E.E.D. Planning Group, LLC
Expertise
Based on S.E.E.D. Planning Group, LLC
Location
2030 Falling Waters Rd, #180
Knoxville TN 37922
Advisors at this office
4
Advisors at this office
Lucas N
Series 65
Knoxville, TN
S.E.E.D. Planning Group, LLC
Lucas Nulsen is a financial advisor at S.E.E.D. Planning Group, LLC in Knoxville, TN, holding a Series 65 designation and with two years of industry experience. His prior roles include positions at the Tennessee Department of Treasury and Kroger. S.E.E.D. Planning Group provides wealth management, investment management, and consulting services to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm employs a fundamental analysis approach with a long-term strategy supported by diversified portfolios constructed with ETFs, mutual funds, equities, and bonds, integrating tax planning and client values into its portfolio management.
Jamie S
Series 66
Knoxville, TN
S.E.E.D. Planning Group, LLC
Jamie Shelton is a Series 66-licensed financial advisor with six years of industry experience. He has worked at S.E.E.D. Planning Group, LLC since 2021 and previously spent time at Ameriprise and the University of Tennessee Knoxville. S.E.E.D. Planning Group is a multi-advisor team providing wealth management, investment management, and consulting services to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm employs a values-based, long-term investment approach with fundamental analysis and offers discretionary portfolio management combined with tax and estate planning.
Travis M
Series 66
Knoxville, TN
S.E.E.D. Planning Group, LLC
Travis Maus is a financial advisor at S.E.E.D. Planning Group, LLC in Knoxville, TN, holding a Series 66 designation with 14 years of industry experience. He previously worked at Cetera Advisors LLC and Equitable Advisors before joining S.E.E.D. Planning Group in 2015. Outside of his advisory role, he serves as Chair of the Board of Directors for Not Quite Right Media Inc., a marketing and digital products company. S.E.E.D. Planning Group offers wealth management and investment services to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm utilizes fundamental analysis and a long-term investment approach, integrating values-based financial planning, tax planning, and coordinated estate planning through its investment division, Sift Investment Management.
Aaron H
CFA®
Knoxville, TN
S.E.E.D. Planning Group, LLC
Aaron Hardy is a CFA® charterholder with experience at Belmont Acquisitions and prior roles at the Fujimi City Board of Education and Interac Network. He is based in Knoxville, TN and currently works with S.E.E.D. Planning Group, LLC, a 16-advisor team. S.E.E.D. Planning Group provides wealth management, investment advice, and consulting services to individuals, trusts, businesses, non-profits, and retirement plans. The firm employs fundamental analysis and a primarily long-term investment strategy through its Sift Investment Management division, integrating tax planning and client values into diversified portfolio management.
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