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 serves individual (non‑high‑net‑worth) clients, offering objective financial planning and discretionary investment management under written engagement letters. The firm operates as a small RIA with a single advisor, roughly $4.1 million in assets under management, and a limited client roster, providing both one‑time and ongoing planning engagements. The firm’s planning process emphasizes education, goal setting, risk management, and forward‑looking budget and forecast models informed by standards from The American College. Investment management is discretionary and guided by a signed Investment Policy Agreement tailored to each client’s time horizon and risk tolerance; IM accounts are administered through a wrap‑fee program and held at a required custodian. What distinguishes the firm from many peers is its sponsorship of a wrap‑fee program despite its small size and client base — a structure that is uncommon among similarly supported firms — and its explicit focus away from high‑net‑worth clients. The brochure also discloses additional services (tax preparation and a “CFO In‑a‑Box” business consulting offering) billed under separate engagements and the firm’s receipt of soft‑dollar benefits from its required custodian, with policies in place to address those conflicts.

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.