A complete list of active advisors currently associated with Seagrass Financial, LLC

Warmer can help you find a great advisor at Seagrass Financial, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Seagrass Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.