Advisor at S.E.E.D. Planning Group, LLC
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Firm
S.E.E.D. Planning Group, LLC
Location
Knoxville, TN 37822
Credentials
Series 65
Industry experience
1 year
Caitlyn Urgiles is a financial advisor at S.E.E.D. Planning Group, LLC with one year of industry experience. She holds a Series 65 credential and has previously worked at Solar Titan USA and Liberty Tax, among other roles. S.E.E.D. Planning Group is a multi-advisor wealth management firm managing approximately $491 million in discretionary assets for a diverse client base, including 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 a variety of services such as discretionary portfolio management, financial planning, and retirement-plan advisory.
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
2030 Falling Waters Rd., Suite 180
Knoxville, TN 37822
Tennessee
S.E.E.D. Planning Group LLC
2024 - Present (2 years)
S.E.E.D. Planning Group LLC
2022 - 2023 (1 year)
Solar Titan USA
2021 - 2022 (1 year)
Ebenzer Childrens Academy
2021 - 2021 (1 year)
Unemployed
2020 - 2021 (1 year)
Liberty Tax
2019 - 2020 (1 year)
Walt Disney World
2019 - 2019 (1 year)
Chat Foundation
2018 - 2019 (1 year)
Life Bridges
2017 - 2019 (2 years)
McDonalds
2016 - 2017 (1 year)
Student
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
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Series 63, Series 65
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S.E.E.D. Planning Group, LLC
Series 65
Binghamton, NY
S.E.E.D. Planning Group, LLC
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