Advisor at Plan Sponsor Adviser, 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
Plan Sponsor Adviser, LLC
Location
Henrico, VA
Credentials
Series 63, Series 65
Industry experience
24 years
Jeffery Seed is the sole advisor at Plan Sponsor Adviser, LLC in Henrico, VA, holding Series 63 and Series 65 designations with 24 years of industry experience. He has operated J. A. Seed & Associates, LLC since 2000. Plan Sponsor Adviser, LLC provides consulting and investment-advisory services exclusively to employers sponsoring ERISA-covered retirement plans, focusing on plan fiduciary duties through a combination of quantitative and qualitative assessments. The firm emphasizes pension and profit-sharing plan consulting and offers extensive non-investment plan services such as plan design, vendor selection, compliance, and administration.
Hourly rates range from $225 to $350 per hour, negotiable and fixed once set; rates increase by 2% annually absent 60 days notice
Minimum fee: Minimum annual fee of $6,500.00 Fee-only: Annual Service Fee is negotiated; starts with 10 basis points (0.10%) of plan assets under advisement, adjusted for plan specifics; minimum annual fee $6,500.00
Henrico, VA
Virginia
J. A. Seed & Associates, Llc
2000 - Present (26 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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 63, Series 66
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Rise Wealth Partners LLC
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J. B. Bryan Financial Group, Inc.
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Flatiron Wealth Advisors, LLC
CFP®
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Genuine Wealth Solutions
Wealth is more than just how much you have saved, what you drive, or the square footage of your home. Genuine wealth is the freedom from uncertainty and the purposeful control of our most precious resource, time. I started Genuine Wealth Solutions to provide reliable guidance for driven individuals to reach financial independence and to do so in a way that is transparent and free from conflict of interest. So, whether you're near or in retirement or in the midst of your career, take control of your future with confidence so that you can enjoy today. You deserve this. Let's achieve your financial success together.
CFP®, CFA®, Series 65
Richmond, VA
Noble Hill Planning LLC
CFP®
Richmond, VA
Opulent Wealth
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