S.E.E.D. Planning Group, Llc
- Regulatory AUM
- $568M
- Discretionary
- $568M
- Clients
- 763
- Avg AUM / client
- $744K
- Accounts
- 2,027
- Employees
- 28
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 566 | $142M | 25.0% |
| High net worth individuals | 182 | $415M | 73.1% |
| Charitable organizations | 10 | $9.5M | 1.66% |
| Corporations and other businesses | 5 | $1.5M | 0.27% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Barton & Loguidice, D.P.C. Profit Sharing & 401(k) Plan Barton & Loguidice, D.P.C. | 2024 | |
| Integrated Computer Solutions Of Vestal, Llc 401(k) Psp Integrated Computer Solutions Of Vestal, Llc | 2024 |
People (24)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Travis Ed Maus | Chief Executive Officer | Apr 2015 (11y) | 25% – 50% | |
| Costantino, Fred, Gene | Senior Investment Analyst | Jun 2016 (10y) | 10% – 25% | |
| Campbell, Stephen, James | Senior Vp Client Experience | Jan 2018 (9y) | Less than 5% | |
| Jeffrey Paul Chase | Senior Vp Financial Planning | Jul 2021 (5y) | Less than 5% | |
| Kerstin Marie Driscoll Witt | Director Of Suite(k) | Jul 2021 (5y) | Less than 5% | |
| Nirchi, David, Anthony | Chief Operating Officer | Jan 2022 (5y) | Less than 5% | |
| Hannah Eva Burchell | Manager Of Tax Planning | Aug 2022 (4y) | Less than 5% | |
| Hamilton, William, Ridgway | Chief Financial Officer And Chief Investment Officer | Jan 2024 (3y) | Less than 5% | |
| Record, Kayla, Renea | Sr. College Planning Specialist | Jan 2024 (3y) | Less than 5% | |
| Shafer, Emmaline, Taylor | Sr. Manager, Admin And Operations | Jan 2024 (3y) | Less than 5% | |
| Wilcox, Todd, M | Chief Compliance Officer | Oct 2024 (2y) | Less than 5% | |
| Jamie Shelton | Registered representative | Jan 2022 (5y) | ||
| Tyler Sherven | Registered representative | Jan 2022 (5y) | ||
| Daniel Kain | Registered representative | Jan 2022 (5y) | ||
| Bradley Scott Eaton | Registered representative | Nov 2022 (4y) | ||
| Christopher Gettelfinger | Registered representative | Dec 2023 (3y) | ||
| Lucas Nulsen | Registered representative | Aug 2024 (2y) | ||
| Caitlyn Urgiles | Registered representative | Aug 2024 (2y) | ||
| Adeeb Chowdhury | Registered representative | Aug 2024 (2y) | ||
| Alex James Ierardi | Registered representative | Jun 2025 (1y) | ||
| Jacob Andrew Martin | Registered representative | Sep 2025 (1y) | ||
| Quinlan Thomas Ingraham | Registered representative | Oct 2025 (1y) | ||
| Nicholas Anthony Ippolito | Registered representative | Dec 2025 (1y) | ||
| Jessica Ruth Blake | Registered representative | Jan 2026 (1y) |
Undisclosed: 0% – 65% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Barton & Loguidice, D.P.C. Profit Sharing & 401(k) Plan | Barton & Loguidice, D.P.C. | 377 | $73.9M | 01/01/2024 |
| Integrated Computer Solutions Of Vestal, Llc 401(k) Psp | Integrated Computer Solutions Of Vestal, Llc | 224 | $12.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/28/2026 | 996 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Other services
Custody
Reported custodians
- National Financial Services (Fidelity) $450M (79% of AUM) Jul 2026
- Charles Schwab & Co. $113M (20% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 28, 2026.
View current Form ADV (SEC/IAPD) ↗