Seaport Financial Education LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Seaport Financial Education LLC works with a mix of group retirement-plan sponsors, charitable and educational organizations, and individuals and families to provide education, guidance, and consulting. Services described in the brochure include financial education and group workshops, comprehensive financial planning, retirement-plan advisory, portfolio analysis, and estate-settlement advocacy.
The firm does not offer discretionary asset management or custody client assets; instead it provides non‑discretionary recommendations rooted in broadly agreed investment principles such as Modern Portfolio Theory, diversification, and an emphasis on long‑term planning over market timing. Seaport uses third‑party analytics (Morningstar and MoneyGuidePro) and Monte Carlo‑style modeling to produce plans and then assists clients in implementing recommendations by coordinating with custodians and other vendors.
Distinctive elements relative to many investment‑manager firms include a structured program of curated group Zoom meetings and group education organized by life stage, an explicit service to review employer retirement plans or product pitches, and a stated practice of selecting and coordinating with other advisers and vendors on behalf of clients. The firm also relies on flat fees and subscription‑style retainer services rather than the percentage‑of‑assets model common among investment managers, and it discloses that it does not accept third‑party commissions.
Client services
Financial planning
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
Income planning
Fee options
Financial Plan $700; Retirement Plan/Product Pitch Review one-time fee $175; Curated Group Zoom Meetings $125/month (3 month minimum)
Minimum fee: $700 for Financial Plan package Fee-only: Flat fee financial planning packages starting at $700; Private Client retainer $125/month billed quarterly (requires Financial Plan)
Main office location
Seaport Financial Education LLC
Portsmouth RI, United States
Number of offices
1
Most active in
Seaport Financial Education LLC has reported serving >5 clients in these states in the last 12 months.
Rhode Island
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
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.
Forms ADV
Quick links
LinkedIn
Facebook
Instagram
YouTube
Website
401-595-5511
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