Advisor at Seaborn Financial, 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
Seaborn Financial, LLC
Location
Richland, WA
Credentials
CFP®, Series 66
Industry experience
6 years
Initial Comprehensive Financial Plan: Individuals $1900 engagement + $1900 plan delivery; Families $2250 engagement + $2250 plan delivery; Initial Retirement-Only Plan: Individuals $1150 engagement + $1150 plan delivery; Families $1550 engagement + $1550 plan delivery; Ongoing Comprehensive Financial Planning: $270/month; Ongoing Retirement-Only Planning: $195/month; Office Hours session: $620 per 90-minute meeting; Educational Seminars: $0 to $1,000 per seminar
$0 - $1,000,000: 0.6% $1,000,000+: 0.4%
$275 per hour, billed in 15-minute increments
Account minimum: $150,000 for investment management without comprehensive financial planning; no minimum for other services
Seaborn Financial, LLC
2021 - Present (5 years)
HFG Trust
2020 - 2021 (1 year)
The Vanguard Group, Inc.
2018 - 2020 (2 years)
Texas Tech University
2017 - 2018 (1 year)
Texas Tech University
2017 - 2018 (1 year)
United Games
2016 - 2016 (1 year)
Brigham Young University
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Richland, WA
Edward Jones
Series 66
Kennewick, WA
Merrill
Ruben Bojorquez is a Financial Solutions Advisor (FSA) at Merrill Lynch Wealth Management. In his role, he works closely with clients to define their financial goals and develop portfolio strategies tailored to help achieve those objectives. He provides ongoing advice and adjusts client portfolios as their circumstances evolve. With expertise spanning general investing, retirement planning, and saving for unforeseen events, Ruben focuses on understanding what matters to his clients and their families. This client-centered approach enables him to craft personalized financial strategies that pursue their goals effectively. Ruben holds a Bachelor's Degree from Washington State University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA).
Series 66
Kennewick, WA
Edward Jones
CFP®, Series 66
Richland, WA
Edward Jones
Series 66
Richland, WA
Edward Jones
Series 63, Series 65
Kennewick, WA
Merrill
Michael Rader is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds multiple professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Michael earned his High School Diploma from Victor Valley High School. His credentials reflect his focus on retirement planning and fiduciary responsibilities within wealth management.
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