About the firm
A registered investment advisory firm based in Binghamton, New York, with about 2 offices. It manages about $568 million for roughly 748 individual clients. Services include financial planning, investment management for individuals and small businesses, retirement plan consulting.
How they work
How they’re paid ? A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ? $744,669
Assets under management ? $568 million
Individual clients 748
Median years of experience 4
Founded Not stated
Services
Advisors at S.E.E.d. Planning Group
17 Advisors
4 Median years of experience
4 States with offices
2 Offices
17 advisors · S.E.E.d. Planning Group
S.E.E.d. Planning Group
36 yrs
Bradley Eaton Financial advisor
31 Lewis Street Suite 401
Top advisor by experience at S.E.E.d. Planning Group
Fiduciary
S.E.E.d. Planning Group
19 yrs
Daniel Kain Financial advisor
31 Lewis Street Suite 401
Top 18% by experience at S.E.E.d. Planning Group
Fiduciary
S.E.E.d. Planning Group
19 yrs
Travis Maus Financial advisor
31 Lewis Street Suite 401
Top 18% by experience at S.E.E.d. Planning Group
Fiduciary
S.E.E.d. Planning Group
Top 24% by experience at S.E.E.d. Planning Group
S.E.E.d. Planning Group
13 yrs
Jeffrey Chase Financial advisor
31 Lewis Street Suite 401
More experience than 71% of advisors at S.E.E.d. Planning Group
S.E.E.d. Planning Group
6 yrs
Jamie Shelton Financial advisor
31 Lewis Street Suite 401
More experience than 65% of advisors at S.E.E.d. Planning Group
S.E.E.d. Planning Group
5 yrs
Tyler Sherven Financial advisor
31 Lewis Street Suite 401
More experience than 59% of advisors at S.E.E.d. Planning Group
S.E.E.d. Planning Group
4 yrs
Hannah Burchell Financial advisor
31 Lewis Street Suite 401
More experience than 53% of advisors at S.E.E.d. Planning Group
S.E.E.d. Planning Group
4 years in the industry
S.E.E.d. Planning Group
3 years in the industry
S.E.E.d. Planning Group
2 yrs
Lucas Nulsen Financial advisor
2030 Falling Waters Rd #180
2 years in the industry
S.E.E.d. Planning Group
2 yrs
Adeeb Chowdhury Financial advisor
31 Lewis Street Suite 401
2 years in the industry
S.E.E.d. Planning Group
1 yr
Alex Ierardi Financial advisor
100 Elwood Davis Road
1 years in the industry
S.E.E.d. Planning Group
1 yr
Jacob Martin Financial advisor
31 Lewis Street Suite 401
1 years in the industry
S.E.E.d. Planning Group
1 years in the industry
S.E.E.d. Planning Group
New to the profession
S.E.E.d. Planning Group
New
Aaron Hardy Financial advisor
31 Lewis Street Suite 401
New to the profession
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Also known as S.e.e.d. Planning Group, LLC · Suite(k) · Sprout · Sift Investment Management · Seeds of Hope · S.e.e.d. Wealth Management
About S.E.E.d. Planning Group How do I contact S.E.E.d. Planning Group? Call the main office at (607) 217-5091 . The main office is at 31 Lewis Street Suite 401, Binghamton, NY 13901.
How is S.E.E.d. Planning Group paid? The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does S.E.E.d. Planning Group offer? Financial planning, Investment management for individuals and small businesses, Retirement plan consulting, Other services.
How many advisors work at S.E.E.d. Planning Group? We list 17 advisors currently registered with the firm.
Official record as of October 3, 2026. Report an error or request removal
This profile is for information only and is not financial advice or a recommendation.