Seaport Financial Education LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Seaport Financial Education LLC works with a mix of group retirement-plan sponsors, charitable and educational organizations, and individuals and families to provide education, guidance, and consulting. Services described in the brochure include financial education and group workshops, comprehensive financial planning, retirement-plan advisory, portfolio analysis, and estate-settlement advocacy.
The firm does not offer discretionary asset management or custody client assets; instead it provides non‑discretionary recommendations rooted in broadly agreed investment principles such as Modern Portfolio Theory, diversification, and an emphasis on long‑term planning over market timing. Seaport uses third‑party analytics (Morningstar and MoneyGuidePro) and Monte Carlo‑style modeling to produce plans and then assists clients in implementing recommendations by coordinating with custodians and other vendors.
Distinctive elements relative to many investment‑manager firms include a structured program of curated group Zoom meetings and group education organized by life stage, an explicit service to review employer retirement plans or product pitches, and a stated practice of selecting and coordinating with other advisers and vendors on behalf of clients. The firm also relies on flat fees and subscription‑style retainer services rather than the percentage‑of‑assets model common among investment managers, and it discloses that it does not accept third‑party commissions.
Client services
Expertise
Fee options
Financial Plan $700; Retirement Plan/Product Pitch Review one-time fee $175; Curated Group Zoom Meetings $125/month (3 month minimum)
Minimum fee: $700 for Financial Plan package Fee-only: Flat fee financial planning packages starting at $700; Private Client retainer $125/month billed quarterly (requires Financial Plan)
Main office location
Seaport Financial Education LLC
Portsmouth RI, United States
Number of offices
1
Most active in
Rhode Island
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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