A complete list of active advisors currently associated with Seam Financial

Warmer can help you find a great advisor at Seam Financial or one who fits your needs even better.

Seam Financial is a registered investment adviser that provides discretionary investment management and comprehensive financial planning services to individuals and high-net-worth clients, though it reports zero assets under management and no client accounts as of March 12, 2026. Services described in the brochure include continuous portfolio management across stocks, bonds, mutual funds, ETFs and cash equivalents, along with both project-based and ongoing financial planning covering retirement, tax, estate, business, and risk-management topics. The firm describes an investment process grounded in Modern Portfolio Theory and a mix of passive and active approaches, and it uses fundamental, technical, cyclical, and charting analysis as part of its methodology. It generally manages accounts on a discretionary basis, recommends custodial platforms (Altruist and Charles Schwab), and operates as a fee-only adviser that charges percentage-of-AUM investment fees. Noteworthy aspects relative to peers include its recent formation and SEC registration in 2025–2026 and operation by a single principal who is a licensed CPA with prior Big Four accounting experience. The brochure also discloses unusually wide fee ranges for financial planning engagements, affirms no acceptance of commissions or performance-based fees, and highlights the firm’s institutional custody relationships despite reporting no current AUM.

To learn more about the advisors currently working at Seam Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.