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 66
Industry experience
13 years
Travis Maus is a financial advisor with S.E.E.D. Planning Group, LLC in Knoxville, TN, holding a Series 66 designation and 13 years of industry experience. He worked at Cetera Advisors LLC from 2013 to 2016 before joining S.E.E.D. Planning Group in 2015. Outside of his advisory role, he serves as Chair of the Board of Directors and shareholder for Not Quite Right Media Inc., a marketing and digital products company. 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 in its investment approach and offers discretionary portfolio management, financial planning, retirement-plan advisory, and specialized services including values-based portfolio overlays and customized fixed-income laddering.
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 · Tennessee
S.E.E.D. Planning Group LLC
2015 - Present (11 years)
S.E.E.D. Planning Group LLC
2015 - 2024 (9 years)
Cetera Advisors LLC
2013 - 2016 (3 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
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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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S.E.E.D. Planning Group, LLC
Series 65
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S.E.E.D. Planning Group, LLC
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