Seed Money Consulting
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Seed Money Consulting provides fee-based financial planning and discretionary investment management to individual clients, and also offers separate tax preparation and small-business consulting services ("CFO In-a-Box"). The firm operates as an independent RIA and does not accept third‑party commissions or sell financial products.
Its financial planning process emphasizes goal setting, risk management, budgeting and forward-looking forecasts, and investment management is governed by tailored Investment Policy Agreements and discretionary authority. The firm reports roughly $4.8 million in assets under management and administers portfolios through a unified wrap fee program that consolidates management fees and certain transaction costs.
This firm is a solo practitioner practice with the owner serving as the principal executive officer and compliance officer, a structure that is less common among peers. It is also notable for sponsoring a wrap fee program and requiring use of a single third‑party custodian, and for explicitly focusing on non‑high‑net‑worth individual clients while offering ancillary tax and business consulting services.
Client services
Expertise
Fee options
Financial Planning one-time plans generally $1,500, adjusted based on complexity; ad-hoc Investment Management strategy meetings at $250 (1 hour) or $300 (1.5 hours) per session, paid in advance.
Financial Planning ongoing subscription service outlined in Engagement Letter; no specific recurring fee amounts provided.
Main office
8400 E Prentice Avenue, Suite 1500
Greenwood Village CO 80111
Advisors at this office
1
Most active in
Colorado
Also doing business as
Seed Money Consulting · Seed Money Consulting, 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.
Forms ADV
Quick links
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