Seedsafe Financial LLC
SEC RegisteredWe are here to empower you to make decisions that increase the value of your life and net worth.
About the firm
SeedSafe Financial is an independent, fee-only, fiduciary firm comprised of CFP®s, a CPA, and an EA. They help tech professionals and values-driven families make confident financial decisions that reflect their priorities. The firm has been serving hundreds of families since 2016.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning for complex stock compensation packages (RSUs, options, AMT), tax planning for high incomes and flexible careers, IPO/DPO preparation, startup exit and tender offer planning, and balancing family financial goals including support for kids and parents.
Who they serve
Tech professionals and values-driven families, including those at FAANG and big tech companies, startups, and companies preparing for IPO/DPO, as well as growth-minded professionals navigating complex stock compensation, rising income, and real-life priorities.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 38 | $20M |
| High Net Worth Individuals | 48 | $105M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 0 | — |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
23 total clients reported on Form ADV.
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Canopy - First $2M | 0.75% |
| Canopy - Over $2M | 0.25% |
| SeedSafe Full-Service - First $2M | 0.50% |
| SeedSafe Full-Service - Over $2M | 0.25% |
Data as of February 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Seedsafe Financial LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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