Advisor at Phase Line Financial
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
Phase Line Financial
Location
Arroyo Grande, CA
Credentials
Series 65, Series 66
Industry experience
3 years
Zachary Seidman is a financial advisor at Phase Line Financial, an independent advisory firm. He holds Series 65 and Series 66 licenses and has three years of industry experience. Prior to founding Phase Line Financial in 2023, he worked at Barrett Financial Group and several mortgage and insurance firms. He is also a licensed life insurance agent, dedicating part of his professional time to insurance sales. Phase Line Financial provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a tailored investment approach combining passive management with fundamental and technical analysis within a Modern Portfolio Theory framework.
Based on Phase Line Financial
Financial Planning Fixed Fee: $0-$36,000 upfront, negotiable
$0 - $1,000,000: 1.50% annually $1,000,001 - $2,500,000: 1.25% annually $2,500,001 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.85% annually $10,000,001 - $20,000,000: 0.85% annually $20,000,001+: Negotiable
Financial Planning Hourly Fee: $0-$500 per hour, negotiable
Comprehensive Financial Planning ongoing fee of $0-$36,000 paid monthly, quarterly, or semi-annually, in advance, negotiable
Fee-only: Comprehensive Financial Planning: $0-$36,000 fixed fee (paid monthly, quarterly, or semi-annually, in advance, negotiable); Financial Planning Fixed Fee: $0-$36,000 upfront, negotiable; Financial Planning Hourly Fee: $0-$500 per hour, negotiable
Arroyo Grande, CA
California
Phase Line Financial LLC
2023 - Present (3 years)
Barrett Financial Group
2021 - 2023 (2 years)
Thrive Mortgage
2020 - 2021 (1 year)
NEXA Mortgage
2018 - 2020 (2 years)
MML INVESTORS SERVICES
2017 - 2018 (1 year)
MassMutual Life Insurance company
2017 - 2018 (1 year)
Sunset Honda
2013 - 2017 (4 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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