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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-16-2015
- Office Locations
- 6
Office Locations
About S.e.e.d. Planning Group, LLC
S.E.E.D. Planning Group is a fee-only, fiduciary RIA serving individuals and families, business owners (including retirement plan needs), and nonprofits. The team provides comprehensive financial planning and portfolio management with an emphasis on diversified asset allocation, often using ETFs, index funds, and fixed income, including socially responsible options. Custody commonly through Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
TRAVIS ED MAUS
Chief Executive Officer, Senior Wealth Manager
- CRD
- #5394182
- Ownership
- 50% but less than 75%
JESSICA RUTH BLAKE
Advisor, MANGER, Senior Wealth Manager
- CRD
- #6254732
- Ownership
- Less than 5%
Showing 2 of 11 owners & executives
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ADEEB CHOWDHURY
Associate
- CRD
- #7944796
Christopher Gettelfinger
Investment Associate
- CRD
- #7740286
Showing 2 of 18 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $567,976,608 | $280,206 |
| Non-Discretionary | $0 | -- |
| Total | $567,976,608 | $280,206 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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