Seagrass Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Seagrass Financial provides comprehensive financial planning and discretionary portfolio management to individual and high‑net‑worth clients. It offers ongoing planning relationships as well as modular fixed‑term planning packages and hourly planning to address specific client needs.
The firm’s investment approach is primarily passive portfolio management, using index mutual funds and ETFs to construct asset‑class weighted portfolios aligned with client‑specific investment plans and allocation targets. Account supervision is guided by each client’s stated objectives and risk tolerance, with ongoing monitoring and periodic plan updates.
Notably, the firm does not use percentage‑of‑AUM or performance‑based fee structures; instead it relies on engagement fees, annual flat fees scaled by portfolio bands, fixed‑term package fees and hourly billing, and operates on a fee‑only basis without accepting commissions. The principal’s prior technology‑industry background and the firm’s concentrated client base with a relatively high asset level per client distinguish it from many peers.
Client services
Expertise
Fee options
Engagement fee ranging from $4,000 to $10,000 at start of advisory relationship; Fixed-Term Financial Planning Packages: $900 to $6,000 depending on package type
$0 - $1,000,000: $6,000/year (financial planning with portfolio management) $1,000,000 - $2,000,000: $8,000/year (financial planning with portfolio management) $2,000,000 - $3,000,000: $10,000/year (financial planning with portfolio management) $3,000,000 - $4,000,000: $12,000/year (financial planning with portfolio management) Over $4,000,000+: Custom quote (financial planning with portfolio management) $0 - $3,000,000: $6,000/year (financial planning without portfolio management) Over $3,000,000+: Custom quote (financial planning without portfolio management)
$300/hour for hourly financial planning
Minimum fee: Annual fees ranging from $6,000 to $12,000/year depending on portfolio value for financial planning with portfolio management; $6,000/year for financial planning without portfolio management Fee-only: Fee-only, no commissions or performance-based fees
Main office
Portland OR
Advisors at this office
1
Most active in
Oregon · Texas
Also doing business as
Cornett, Linden · Seagrass Financial, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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