Advisor at S.E.E.D. Planning Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
S.E.E.D. Planning Group, LLC
Location
Binghamton, NY 13901
Credentials
Series 65
Industry experience
3 years
Hannah Burchell is a financial advisor with S.E.E.D. Planning Group, LLC, holding a Series 65 designation and three years of industry experience. Prior to joining S.E.E.D., she worked at Bloom Tax Partners, LLC, where she provided tax planning and preparation services. S.E.E.D. Planning Group, LLC 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 a range of services including 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
31 Lewis Street, Suite 401
Binghamton, NY 13901
New York
S.E.E.D. Planning Group LLC
2023 - Present (3 years)
S.E.E.D. Planning Group, LLC
2021 - Present (5 years)
Bloom Tax Partners, LLC
2020 - 2023 (3 years)
Bru 64
2019 - 2021 (2 years)
The Rural Health Network of South Central NY
2018 - 2019 (1 year)
Whitney Point Central School District
2017 - 2019 (2 years)
The Scoop
2012 - 2018 (6 years)
Whitney Point Central School District
2001 - 2016 (15 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.
Series 65
Binghamton, NY
Alpha Zero LLC
Series 66
Vestal, NY
Lesko Securities Inc.
Series 63
Endicott, NY
Ashton Thomas Securities, LLC
Series 65
Binghamton, NY
S.E.E.D. Planning Group, LLC
Series 63, Series 65
Binghamton, NY
S.E.E.D. Planning Group, LLC
Series 66
Vestal, NY
Lesko Securities Inc.
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