Seagrass Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$85,527,507
Clients
34
76% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
34
TypicalAverage account size
$2,515,515
About
Seagrass Financial provides comprehensive financial planning and discretionary portfolio management to individual and high‑net‑worth clients. It offers ongoing planning relationships as well as modular fixed‑term planning packages and hourly planning to address specific client needs.
The firm’s investment approach is primarily passive portfolio management, using index mutual funds and ETFs to construct asset‑class weighted portfolios aligned with client‑specific investment plans and allocation targets. Account supervision is guided by each client’s stated objectives and risk tolerance, with ongoing monitoring and periodic plan updates.
Notably, the firm does not use percentage‑of‑AUM or performance‑based fee structures; instead it relies on engagement fees, annual flat fees scaled by portfolio bands, fixed‑term package fees and hourly billing, and operates on a fee‑only basis without accepting commissions. The principal’s prior technology‑industry background and the firm’s concentrated client base with a relatively high asset level per client distinguish it from many peers.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Debt management
General estate planning guidance
Fee options
Engagement fee ranging from $4,000 to $10,000 at start of advisory relationship; Fixed-Term Financial Planning Packages: $900 to $6,000 depending on package type
$0 - $1,000,000: $6,000/year (financial planning with portfolio management) $1,000,000 - $2,000,000: $8,000/year (financial planning with portfolio management) $2,000,000 - $3,000,000: $10,000/year (financial planning with portfolio management) $3,000,000 - $4,000,000: $12,000/year (financial planning with portfolio management) Over $4,000,000+: Custom quote (financial planning with portfolio management) $0 - $3,000,000: $6,000/year (financial planning without portfolio management) Over $3,000,000+: Custom quote (financial planning without portfolio management)
$300/hour for hourly financial planning
Minimum fee: Annual fees ranging from $6,000 to $12,000/year depending on portfolio value for financial planning with portfolio management; $6,000/year for financial planning without portfolio management Fee-only: Fee-only, no commissions or performance-based fees
Main office location
Seagrass Financial, LLC
Portland OR, United States
Number of offices
1
Most active in
Seagrass Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Oregon · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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
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