Misty Cherniss is a CFP-designated registered investment advisor at Seedsafe Financial LLC, based in Austin, TX, with 5 years of industry experience. Misty operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 86 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.50% |
| $2M+ | 0.25% |
Schedule is for SeedSafe Full Service. Canopy by SeedSafe charges 0.75% up to $2M and 0.25% over $2M, with a $600K minimum or $4,500 minimum annual fee. Fees are negotiable.
Fee Estimator
Location
Austin, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Misty owns Cherniss Planning LLC but is not active in the business. This activity requires minimal time.
Employment History
Current Registrations
Seedsafe Financial LLC
Tsg Advice Partners, LLC
Previous Registrations
Clarity Financial Planners
First Command Advisory Services
First Command Financial Planning, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.