Hannah Burchell is a registered investment advisor at S.E.E.D. Planning Group, LLC, based in Binghamton, NY, with 3 years of industry experience. Hannah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 763 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
S.E.E.D.'s investment management fees can be as high as 2% per year. A minimum fee of $2,500 may apply. The specific fee is based on your individual agreement with S.E.E.D.
Location
31 Lewis Street, Suite 401, Binghamton, NY, 13901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Hannah is a tax planner and preparer at Bloom Tax Partners, LLC, providing tax and accounting services since 2020. This takes a few hours per week.
Employment History
Current Registrations
S.E.E.D. Planning Group, LLC
State Registrations1 state
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.