Seek First Inc. logo

Seek First Inc.

Updated today

Client assets under management

$248,000,000

Clients

85

74% high-net worth

Advisors

3

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

28

Low

Average account size

$2,917,647

About

Seek First Inc. serves individuals (including high-net-worth clients) and business entities, offering discretionary portfolio management alongside a bundled Seek First Consulting program that combines financial planning, tax planning, estate planning, and insurance planning. The consulting program organizes client information, sets goals, and coordinates a team of independent professionals (accounting, legal, insurance) to create and implement tailored plans.

The firm’s investment process emphasizes fundamental analysis and modern portfolio theory to establish strategic, buy-and-hold asset allocations aligned with each client’s documented objectives and risk profile, and it may manage accounts on a discretionary basis. Seek First structures engagements with a combination of fixed-fee and asset-based billing (it does not use performance-based fees) and documents client suitability before making recommendations.

Noteworthy aspects compared with peers include the adviser’s role in selecting and contracting independent tax, legal, and insurance specialists and the practice of funding some professional deliverables from the program fee, which can create potential incentives to recommend particular providers. The firm also uses Standing Letters of Authorization for direct fee debiting (resulting in limited custody), reports receiving soft-dollar benefits, does not deliver standardized managed-account reports (clients receive custodian statements), and manages a multi‑hundred‑million dollar asset base with a small advisory team.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General tax planning Wealth management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Cash flow / budgeting

Occupation focus

Founder/Business Owner

Fee options

Percentage

$0 - $1,000,000: 1.50% $1,000,001 - $5,000,000: 1.10% $5,000,001 - $10,000,000: 0.90% $10,000,001 - $25,000,000: 0.50% $25,000,001 - $50,000,000: 0.35% Over $50,000,000+: 0.25%

Project-based

Hourly rate of $300 for select financial planning and consulting services

Other

Account minimum: $500,000 Minimum fee: Fixed fees of $1,000 per month for investment management; $1,500-$3,000 per month or $3,500-$6,000 per month for consulting depending on complexity Fee-only: Fixed fees for consulting ($1,500-$3,000 or $3,500-$6,000 per month) and investment management ($1,000 per month)

Main office location

Seek First Inc.

1999 South Bascom Ave, Suite 700

Campbell CA 95008, United States

Number of offices

1

Most active in

California · Texas · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Scott P

CFP®, Series 63, Series 65

Campbell, CA

Seek First Inc.

Scott Pearring is a CFP® with 15 years of industry experience, currently serving as an advisor at Seek First Inc. He has previously worked at firms including G.A. Repple & Company and Expand Financial Group, LLC. Mr. Pearring is also an insurance agent appointed with various companies to receive trail commissions but does not write new policies. Seek First Inc. is a supported advisory firm serving individuals and high-net-worth households with comprehensive financial planning, tax, estate, and insurance planning alongside discretionary portfolio management. The firm manages approximately $203 million in discretionary assets and employs a fundamental analysis and strategic asset allocation approach, integrating third-party professionals into a bundled consulting program.

General tax planning Wealth management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Cash flow / budgeting Founder/Business Owner
user avatar

Aaron B

Series 65

Ellensburg, WA

Seek First Inc.

Aaron Beeson is a Series 65-credentialed advisor with four years of industry experience. He works at Seek First Inc. in Ellensburg, WA, where he has been since 2021. His prior experience includes roles at Cambridge Advisor Solutions and Beeson LLC. Seek First Inc. serves individuals and high-net-worth households by providing comprehensive financial planning, tax, estate, and insurance planning alongside discretionary portfolio management. The firm employs fundamental analysis and strategic asset allocation, offering a bundled consulting program that coordinates outside accounting, legal, and insurance professionals.

General tax planning Wealth management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Cash flow / budgeting Founder/Business Owner
user avatar

Trystan C

Series 65

San Diego, CA

Seek First Inc.

Trystan Cleaver is a financial advisor at Seek First Inc. with two years of industry experience. He holds a Series 65 designation and has worked at Coastwise Capital Group and The Duck Dive, among other roles. Seek First Inc. serves individuals and high-net-worth households by providing comprehensive financial, tax, estate, and insurance planning alongside discretionary portfolio management. The firm uses fundamental analysis and strategic asset allocation to build portfolios and offers a bundled consulting program that coordinates outside accounting, legal, and insurance professionals.

General tax planning Wealth management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Cash flow / budgeting Founder/Business Owner
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