SeedSafe Financial provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars. Financial planning was provided to 101–250 clients last fiscal year.
SeedSafe Financial reports 86 clients. They include 48 high-net-worth individuals and 38 individual clients. Of its assets, 100.0% ($125M across 406 accounts) are managed with discretion. It advised 23 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 44% | 16% |
| High-net-worth individuals | 56% | 84% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 38 | $20.3M | 16.2% | $535K |
| High-net-worth individuals | 48 | $105M | 83.8% | $2.18M |
| Total | 86 | $125M | 100% | $1.46M |
- Clients
- 38
- Regulatory AUM
- $20.3M
- AUM share
- 16.2%
- Avg. per client
- $535K
- Clients
- 48
- Regulatory AUM
- $105M
- AUM share
- 83.8%
- Avg. per client
- $2.18M
Total
- Clients
- 86
- Regulatory AUM
- $125M
- AUM share
- 100%
- Avg. per client
- $1.46M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 23
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
SeedSafe Financial is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Comprehensive Financial Planning
- Initial project of $4,500 to $23,500, then an ongoing fee of $375.00 to $2,000 per month, paid monthly or quarterly in advance.
- Hourly Financial Planning
- Limited hourly financial planning at $450 per hour, due on completion of the engagement.
- Personal Tax Return Preparation
- Basic returns are $625 and complex returns may cost up to $2,800; amended returns and other hourly work are billed at $450 an hour.
Rebecca Conner owns 75% or more of SeedSafe Financial. It has 7 employees, 4 of them in advisory roles.
Staff
- 7 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 75% or more of Seedsafe Financial LLC
Rebecca Conner
Control person · since April 2016
Besides its headquarters, SeedSafe Financial has 4 offices (4 private residences, listed without an address), with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Seedsafe Financial LLC
- Headquarters
- Not reported
- Website
- seedsafefinancial.com
- Phone
- 360-602-1274
- @seedsafe-financial-llc
- SEC file
- 801-134378
- Structure
- Washington LLC
- Fiscal year end
- December
SeedSafe Financial’s named custodian for separately managed accounts is Charles Schwab ($125M). SeedSafe Financial has custody of $58.3M for 89 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $125M100%
At year end, SeedSafe Financial’s separately managed accounts were mostly in funds (96%). Its reported 13F holdings for the quarter ended 30 June 2026 total $139M across 39 positions; the largest are SPDR Series Trust (10.9%), Dimensional ETF Trust (9.0%) and Dimensional ETF Trust (8.1%).
What the accounts hold
- Stocks2%
- Funds96%
- Bonds1%
- Cash1%
How many clients does SeedSafe Financial have?
SeedSafe Financial has 86 clients and manages $125 million for them, as of August 2026. They include 48 high-net-worth individuals and 38 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 August 2026
What services does SeedSafe Financial offer?
SeedSafe Financial provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does SeedSafe Financial use?
SeedSafe Financial’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $125M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 August 2026
How many financial advisors does SeedSafe Financial have?
SeedSafe Financial has 4 investment adviser representatives registered with state securities authorities, out of 7 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does SeedSafe Financial invest in?
At the end of its last fiscal year, SeedSafe Financial’s separately managed accounts held 96% registered funds (mutual funds, ETFs, BDCs), 2% exchange-traded equities, 1% U.S. government and agency bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns SeedSafe Financial?
SeedSafe Financial’s direct owner is Rebecca Conner (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 13 August 2026
How does SeedSafe Financial get paid?
SeedSafe Financial is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact SeedSafe Financial?
Its phone number is 360-602-1274. Its website is seedsafefinancial.com.