Advisor at S.E.E.D. Planning Group, LLC
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Firm
S.E.E.D. Planning Group, LLC
Location
Binghamton, NY 13901
Credentials
Series 63, Series 65
Industry experience
5 years
Bradley Eaton is a financial advisor at S.E.E.D. Planning Group, LLC with five years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining S.E.E.D. Planning Group in 2022, he worked at NBT Bank for ten years and has been with M&T Bank since 2001. S.E.E.D. Planning Group is a multi-advisor wealth management firm managing approximately $491 million in discretionary assets for individuals, high-net-worth clients, trusts, non-profits, businesses, and retirement plans. The firm emphasizes fundamental analysis and diversification in its investment approach and offers services including discretionary portfolio management, financial planning, retirement-plan advisory, and one-time portfolio reviews.
Based on S.E.E.D. Planning Group, LLC
One-time, periodic, annual, or hourly fees for non-investment management services as per Scope of Work
Hourly charges for Investment Advice and Consulting Services, billed no more often than monthly
Minimum fee: $16,250 minimum annualized fee for Wealth Management Services; discounted minimum fee of $8,125 for select clients; $2,500 minimum fee to establish investment advisory relationship Fee-only: Fee-only advisory firm; no commissions or other third-party compensation
31 Lewis Street, Suite 401
Binghamton, NY 13901
New York
S.E.E.D. Planning Group, LLC
2022 - Present (4 years)
NBT Bank
2012 - 2022 (10 years)
M&T Bank
2001 - Present (25 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Binghamton, NY
Alpha Zero LLC
Series 66
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Lesko Securities Inc.
Series 63
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Ashton Thomas Securities, LLC
Series 65
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S.E.E.D. Planning Group, LLC
Series 65
Binghamton, NY
S.E.E.D. Planning Group, LLC
Series 66
Vestal, NY
Lesko Securities Inc.
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