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
Palm Harbor, FL
Credentials
Series 65
Industry experience
3 years
Jessica Blake is a financial advisor at S.E.E.D. Planning Group, LLC with three years of industry experience. She holds a Series 65 credential and previously worked at NBT Bank for 13 years. Blake serves as Vice President of the Board of the Fiduciary Education Foundation in a volunteer capacity. S.E.E.D. Planning Group, LLC is a multi-advisor wealth management firm managing approximately $491 million in discretionary assets for individual and high-net-worth clients, trusts, non-profits, businesses, and retirement plans. The firm emphasizes fundamental analysis and diversification through its Sift investment group and offers a range of services including discretionary portfolio management, financial planning, and specialized offerings such as values-based portfolio overlays.
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
Palm Harbor, FL
Florida · New York
S.E.E.D. Planning Group LLC
2023 - Present (3 years)
S.E.E.D. Planning Group, LLC
2022 - Present (4 years)
S.E.E.D. Planning Group, LLC
2022 - Present (4 years)
NBT Bank
2009 - 2022 (13 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
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, Series 66
Odessa, FL
William D Hughes
Series 65
Tampa, FL
AURE Investments
Series 63, Series 65
Safety Harbor, FL
Reynolds Capital Management, Inc.
CFP®
Tampa, FL
Caliber Wealth Advisory
Tom LeClaire is the Principal and a Senior Wealth Manager at Caliber Wealth Advisory based in Tampa, FL. Tom holds the CERTIFIED FINANCIAL PLANNER™ designation and graduated from Stetson University with a Master of Business Administration and a Bachelor’s degree in Political Science. Prior to starting Caliber Wealth Advisory, Tom worked for Charles Schwab & Company for ten years, primarily as a Financial Consultant, where he developed and maintained client relationships focusing on financial planning, investment analysis, and portfolio management. In addition to leading a team of qualified professionals, his core responsibilities at Caliber Wealth Advisory include wealth management covering financial planning, strategic investment management, and client education. Since 1994, Tom has served in the Army Guard, deployed overseas three times, and currently works with the 50th Regional Support Group in Homestead, FL. Tom was born and raised in Central Florida and resides in Tampa. He is the proud husband of his wife, Michelle, and he spends his free time with her, raising their newborn daughter.
Series 63, Series 65
Odessa, FL
Carter Ridge Strategic Advisors
Series 66
Clearwater, FL
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