A complete list of active advisors currently associated with Seed Money Consulting

Warmer can help you find a great advisor at Seed Money Consulting or one who fits your needs even better.

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.

To learn more about the advisors currently working at Seed Money Consulting, 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.

Name
Location
Years of experience
Melina Maslehati profile photo Melina Maslehati
Greenwood Village, CO
5
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