Seek First Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$248,000,000
Clients
85
Advisors
3
across 3 offices
About
Seek First Inc. serves individuals (including high-net-worth clients) and business entities, offering discretionary portfolio management alongside a bundled Seek First Consulting program that combines financial planning, tax planning, estate planning, and insurance planning. The consulting program organizes client information, sets goals, and coordinates a team of independent professionals (accounting, legal, insurance) to create and implement tailored plans.
The firm’s investment process emphasizes fundamental analysis and modern portfolio theory to establish strategic, buy-and-hold asset allocations aligned with each client’s documented objectives and risk profile, and it may manage accounts on a discretionary basis. Seek First structures engagements with a combination of fixed-fee and asset-based billing (it does not use performance-based fees) and documents client suitability before making recommendations.
Noteworthy aspects compared with peers include the adviser’s role in selecting and contracting independent tax, legal, and insurance specialists and the practice of funding some professional deliverables from the program fee, which can create potential incentives to recommend particular providers. The firm also uses Standing Letters of Authorization for direct fee debiting (resulting in limited custody), reports receiving soft-dollar benefits, does not deliver standardized managed-account reports (clients receive custodian statements), and manages a multi‑hundred‑million dollar asset base with a small advisory team.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.50% $1,000,001 - $5,000,000: 1.10% $5,000,001 - $10,000,000: 0.90% $10,000,001 - $25,000,000: 0.50% $25,000,001 - $50,000,000: 0.35% Over $50,000,000+: 0.25%
Hourly rate of $300 for select financial planning and consulting services
Account minimum: $500,000 Minimum fee: Fixed fees of $1,000 per month for investment management; $1,500-$3,000 per month or $3,500-$6,000 per month for consulting depending on complexity Fee-only: Fixed fees for consulting ($1,500-$3,000 or $3,500-$6,000 per month) and investment management ($1,000 per month)
Main office
See office1999 South Bascom Ave, Suite 700
Campbell CA 95008
Advisors at this office
1
Offices (3)
Most active in
California · Texas · Washington
Also doing business as
Seek First Inc. · Seek First Investments
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.
Advisors at this firm
Scott P
CFP®, Series 63, Series 65
Campbell, CA
Seek First Inc.
Scott Pearring is a CFP® professional with 15 years of industry experience. He is currently with Seek First Inc., where he has worked since 2019, following prior roles at Expand Financial Group, LLC, G.A. Repple & Company, and David Bennett - Financial Firm. Mr. Pearring is also an insurance agent appointed with various insurance companies to receive trail commissions but does not write new policies. Seek First Inc. serves individual and business clients, including high-net-worth individuals, by offering discretionary portfolio management combined with a consulting program that integrates financial, tax, estate, and insurance planning. The firm employs fundamental analysis and modern portfolio theory to develop strategic, buy-and-hold asset allocations tailored to client objectives and risk profiles.
Aaron B
Series 65
Ellensburg, WA
Seek First Inc.
Aaron Beeson is a financial advisor at Seek First Inc. with five years of industry experience. He holds a Series 65 credential and has worked at Seek First since 2021 and with Cambridge Advisor Solutions since 2016. Seek First Inc. serves individuals, including high-net-worth clients, and business entities by providing discretionary portfolio management and a bundled consulting program that integrates financial, tax, estate, and insurance planning. The firm uses fundamental analysis and modern portfolio theory to develop strategic, buy-and-hold asset allocations tailored to clients’ objectives and risk profiles while coordinating a team of independent professionals to implement customized plans.
Trystan C
Series 65
San Diego, CA
Seek First Inc.
Trystan Cleaver is a financial advisor at Seek First Inc. with a Series 65 credential and three years of industry experience. His work history includes roles at Coastwise Capital Group and The Duck Dive, where he has maintained a position for seven years. Seek First Inc. serves individuals, including high-net-worth clients, and business entities by providing discretionary portfolio management alongside a comprehensive consulting program that integrates financial, tax, estate, and insurance planning. The firm’s investment approach combines fundamental analysis with modern portfolio theory to develop strategic, buy-and-hold asset allocations tailored to client goals and risk profiles.
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