Seaborn Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$117,262,767
Total clients
71
55% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
36
Average account size
$1,651,588
Client services
Fee options
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
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Seaborn Financial, LLC
Austin TX, United States
Number of offices
1
Quick links
Advisors at this firm
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